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Edmond, OK • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-06-26 |
| TX | RA | APPROVED_RES | 2026-04-03 |
Branch Locations
6814 Cypress Hollow, Edmond, OK 73034 • United States
Edmond, OK • United States
3503 N.W. 63Rd Street Suite 100, Oklahoma City, OK 73116-2203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-07-25 |
Branch Locations
3503 N.W. 63Rd Street Suite 100, Oklahoma City, OK 73116-2203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T S Phillips Investments, Inc | Oklahoma City | OK | 03/2010 | 10/2019 |
| Bok Financial | Oklahoma City | OK | 10/2019 | 06/2024 |
| Lig Capital Management, Llc | Oklahoma City | OK | 07/2024 | Present |
| Lig Capital Management, Llc | Oklahoma City | OK | 06/2024 | Present |
| Stonecrest Advisory Solutions, Llc | Oklahoma City | OK | 06/2024 | Present |
| Dean Davis Wealth Llc | Edmond | OK | 03/2026 | Present |
1. Stonecrest Advisory Solutions, LLC; 100% owner; investment-related; Oklahoma City, OK; independent consulting firm, providing non-advisory operational, administrative, and business consulting services to registered investment advisors; 25-30 hours per week, including during trading hours. 2. LIG Capital Management, LLC; Investment Related; Oklahoma City, OK; RIA; IAR/Dir. of Client Services; 6/2024; 40hrs/month all during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-12 |
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