Link Todd Cotham

Current Employers

United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2021-08-12
TX	RA	APPROVED	2021-08-06
OK	RA	APPROVED	2021-08-02

NE RA
APPROVED

Since 2021-08-12
TX RA
APPROVED

Since 2021-08-06
OK RA
APPROVED

Since 2021-08-02

Branch Locations

Norman, OK • United States

7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Waddell & Reed, Inc	Ponca City	OK	04/2000	03/2019
Various Insurance Carriers For W&R Insurance Agencies	Ponca City	OK	10/2000	03/2019
Ponca City Ymca	Ponca City	OK	01/2012	01/2018
Ponca City Country Club	Ponca City	OK	03/2017	01/2018
Irons, Inc	Norman	OK	01/2018	Present
Cotham Farms	Norman	OK	08/2007	Present
Ameriprise Financial Services Inc	Norman	OK	03/2019	08/2021
Communities Foundation Of Oklahoma	Oklahoma City	OK	06/2021	Present
United Planners Financial Services	Scottsdale	AZ	08/2021	Present
Link Cotham	Norman	OK	10/2000	Present

04/2000 → 03/2019

Waddell & Reed, Inc

Ponca City, OK
10/2000 → 03/2019

Various Insurance Carriers For W&R Insurance Agencies

Ponca City, OK
01/2012 → 01/2018

Ponca City Ymca

Ponca City, OK
03/2017 → 01/2018

Ponca City Country Club

Ponca City, OK
01/2018 → Present

Irons, Inc

Norman, OK
08/2007 → Present

Cotham Farms

Norman, OK
03/2019 → 08/2021

Ameriprise Financial Services Inc

Norman, OK
06/2021 → Present

Communities Foundation Of Oklahoma

Oklahoma City, OK
08/2021 → Present

United Planners Financial Services

Scottsdale, AZ
10/2000 → Present

Link Cotham

Norman, OK

Previous Registrations

2019-03-01 → 2021-08-06

Ameriprise Financial Services, Llc

Norman, OK

Oklahoma City, OK
2000-10-31 → 2019-03-11

Waddell & Reed

Tulsa, OK

Ponca City, OK

Ponca City, OK

Edmond, OK

Other Businesses

1.) IRONS INC. - SECRETARY - MANAGE FARMLAND - NORMAN, OK - SINCE 01/2018 - NOT INVESTMENT RELATED 2.) LINK COTHAM - INSURANCE AGENT - NON-VARIABLE INSURANCE - NORMAN, OK - SINCE 10/2000 - INVESTMENT RELATED 3.) COTHAM FARMS - OWNER - OWN AND MANAGER FARMLAND - NORMAN, OK - SINCE 08/2007 - NOT INVESTMENT RELATED

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-10-11

S66 Uniform Combined State Law Examination

2000-10-11

Other Names

Link Cotham

View on SEC IAPD