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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-29 |
| OK | RA | APPROVED | 2024-06-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Grove | OK | 06/2016 | 12/2018 |
| Cadaret, Grant & Co., Inc. | Grove | OK | 12/2018 | 12/2018 |
| Investacorp Advisory Services | Grove | OK | 12/2018 | 07/2020 |
| Bdm Financial Advisors | Grove | OK | 12/2018 | Present |
| Investacorp Inc | Miami | FL | 12/2018 | 07/2020 |
| Securities America, Inc. | Grove | OK | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | Grove | OK | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Grove | OK | 06/2024 | Present |
BDM FINANCIAL ADVISORS POSITION: Owner/Advisor NATURE: BDM Financial Advisors, Investment related, Conducted from 149 E 3rd St, Grove, OK 74344. OBA is DBA for securities and insurance business. My position is Owner/Advisor of DBA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 06/24/2016 ADDRESS: 149 E 3rd St, Grove OK 74344 DESCRIPTION: Owner/Advisor of DBA for securities and insurance business. MILES MCDANNALD, NOTARY PUBLIC POSITION: Owner NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2017 ADDRESS: 149 E 3rd St, Grove OK 74344 DESCRIPTION: Providing Notary Public services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-27 |
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