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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-03 |
| TX | RA | APPROVED | 2025-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Service3S | Ada | OK | 02/2004 | 01/2025 |
| Raymond James Financial Services Advisors, Inc | Ada | OK | 01/2009 | 01/2025 |
| Vision Bank Na | Ada | OK | 03/2006 | 06/2021 |
| Vision Investment Services | Ada | OK | 12/2010 | 06/2021 |
| 836 Investments Llc | Ada | OK | 06/2021 | Present |
| Ameriprise Financial Services, Llc | Ada | OK | 01/2025 | Present |
Business Ownership; Ada 115 South Broadway LLC; Sole Member; Retail; 115 S Broadway Ave, , Ada, OK, 74820; Not Investment-Related; 12/09/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Scissor Tailed Lodge LLC; Member; Real Estate; 54 Valley Road, , Angel Fire, NM, 87710; Not Investment-Related; 11/15/2021; 1 to 9 hours per month; 1 to 9 during trading hours / 836 Investments, LLC; Manager; Manage Ameriprise Business; 115 S Broadway Ave, , Ada, OK, 74820; Investment-Related; 03/29/2021; 60 hours per month; 60 during trading hours. Outside Employment; 836 Investments LLC; Sole Member; Manage advisory business; 115 S Broadway Ave, , Ada, OK, 74820; Investment-Related; 04/13/2021; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-12 |
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