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932 Sw 107Th St Suite 200, Oklahoma City, OK 73170 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-27 |
| OK | RA | APPROVED | 2014-03-12 |
Branch Locations
932 Sw 107Th St Suite 200, Oklahoma City, OK 73170 • United States
932 Sw 107Th St Suite 200, Oklahoma City, OK 73170 • United States
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 |
|---|---|---|---|---|
| Investment Strategies, Llc | Oklahoma City | OK | 03/2014 | Present |
| Retirement Solutions, Llc | Oklahoma City | OK | 02/2013 | 02/2017 |
| Retirement Income Strategies, Inc. | Oklahoma City | OK | 02/2017 | Present |
RETIREMENT INCOME STRATEGIES, INC.; INVESTMENT RELATED; 9909 S. PENNSYLVANIA AVE, OKLAHOMA CITY, OK 73159; INSURANCE SALES AND SERVICES; INSURANCE AGENT; STARTED 02/2017; SPENDS APPROXIMATELY 40 - 80 HOURS A MONTH IN THIS BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-20 |
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