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James Bray Killingsworth

The Legacy Financial Group, Inc.

Tulsa, OK

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Current Employers
The Legacy Financial Group, Inc.

1425 E. 41St Place Suite 100, Tulsa, OK 74105 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2024-01-03
TX RA APPROVED 2017-05-12
  • OK RA
    APPROVED
    Since 2024-01-03
  • TX RA
    APPROVED
    Since 2017-05-12

Branch Locations

1425 E. 41St Place Suite 100, Tulsa, OK 74105 • 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
OrganizationCityStateFromTo
The Ayco Company, L.P./Mercer Allied Dallas TX 02/2013 10/2016
Stephen Streeter Moore Tulsa OK 01/2017 04/2017
The Legacy Financial Group Tulsa OK 05/2017 Present
Unemployed Dallas TX 11/2016 12/2016
  • 02/2013 → 10/2016
    The Ayco Company, L.P./Mercer Allied
    Dallas, TX
  • 01/2017 → 04/2017
    Stephen Streeter Moore
    Tulsa, OK
  • 05/2017 → Present
    The Legacy Financial Group
    Tulsa, OK
  • 11/2016 → 12/2016
    Unemployed
    Dallas, TX
Previous Registrations
Other Businesses

Licensed Insurance Provided Life and Health Not investment related Approx. 2 hours per week.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-08
S63 Uniform Securities Agent State Law Examination 2012-11-19
  • S66 Uniform Combined State Law Examination
    2014-12-08
  • S63 Uniform Securities Agent State Law Examination
    2012-11-19
Designations
Other Names
  • Bray Killingsworth

View on SEC IAPD

Other Firms

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PINNACLE INVESTMENT ADVISORS
NATIVE AMERICAN FUND ADVISORS LLC
AMERITAS ADVISORY SERVICES, LLC
ARVEST WEALTH MANAGEMENT
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.
KQ WEALTH MANAGEMENT LLC

Other Investors

OANH STANGER
DAVID MONROE POARCH
ROBERT BRETT KRAMER
AIMEE NICOLE BOYER
ROBERT WILIAM MOORE
JOEL BERNARD KANTOR
Jayme Don Fowler
Anthony Charles Dionisio

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

More in Tulsa, OK

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