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1907 W 33Rd Street Suite 120, Edmond, OK 73013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-08-26 |
| TX | RA | APPROVED | 2023-03-14 |
Branch Locations
1907 W 33Rd Street Suite 120, Edmond, OK 73013 • United States
215 State Street Suite 312, Muskogee, OK 74401 • United States
7136 South Yale Avenue Suite 300, Tulsa, OK 74136 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Soard Financial Management, Llc | Edmond | OK | 02/2011 | Present |
| Soard Financial Concepts | Edmond | OK | 08/2008 | Present |
| Soard Intermediate, Llc | Edmond | OK | 12/2025 | Present |
| Soard Holdco 1, Inc. | Edmond | OK | 12/2025 | Present |
| Copley Alternative Investments Inc. | San Diego | CA | 03/2026 | Present |
SOARD FINANCIAL CONCEPTS - OWNER SINCE AUGUST 2008 - INSURANCE AGENCY - 1907 W. 33rd Street, Suite 120, Edmond, OK 73013 - 30 HOURS PER MONTH - 25 HOURS DURING MARKET HOURS - INSURANCE SALES Soard Intermediate, LLC - Member since December 2025; holding company; no services and no time spent in this business. Soard Holdco 1, Inc. - Owner since December 2025; holding company; no services and no time spent in this business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-16 |
| S65 | Uniform Investment Adviser Law Examination | 2010-12-15 |
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