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215 E. Choctaw Avenue Suite 101, Mcalester, OK 74501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2022-07-14 |
| OK | RA | APPROVED | 2022-07-14 |
| TX | RA | APPROVED | 2022-07-14 |
Branch Locations
215 E. Choctaw Avenue Suite 101, Mcalester, OK 74501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Mcalester | OK | 06/2010 | Present |
| Compass Capital Management, Llc | Mcalester | OK | 07/2022 | Present |
| Compass Capital Management, Llc | Mcalester | OK | 08/2016 | 07/2022 |
1) COMPASS CAPITAL MANAGEMENT, LLC, 215 East Choctaw Avenue, Ste. 101, McAlester OK 74501, United States, 07/03/2023, IAR, Administrative, INV REL, 60 HR/MO, 60 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-18 |
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