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Patrick Daniel Munnerlyn

Motiv8 Investments LLC

Oklahoma City, OK

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Current Employers
Motiv8 Investments Llc

542 Nw University Blvd Suite B101, Port St Lucie, FL 34986 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2017-02-01
  • OK RA
    APPROVED
    Since 2017-02-01

Branch Locations

4800 N. Mayfair Dr., Oklahoma City, OK 73112 • 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
Eunice Khoury Insurance Oklahoma City OK 09/2009 Present
Munnerlyn Insurance And Investments Oklahoma City OK 05/2013 Present
Onpointe Advisory And Financial Services, Llc Petaluma CA 04/2015 Present
Well Preserved Advisory Group Oklahoma City OK 09/2009 Present
Motiv8 Investments Llc Oklahoma City OK 02/2017 Present
  • 09/2009 → Present
    Eunice Khoury Insurance
    Oklahoma City, OK
  • 05/2013 → Present
    Munnerlyn Insurance And Investments
    Oklahoma City, OK
  • 04/2015 → Present
    Onpointe Advisory And Financial Services, Llc
    Petaluma, CA
  • 09/2009 → Present
    Well Preserved Advisory Group
    Oklahoma City, OK
  • 02/2017 → Present
    Oklahoma City, OK
Previous Registrations
  • 2015-04-17 → 2017-06-07
    Onpointe Advisory And Financial Services, Llc
    Oklahoma City, OK
    Petaluma, CA
  • 2013-02-13 → 2015-04-16
    High Street Asset Management, Llc
    Oklahoma City, OK
    Hot Springs, AR
Other Businesses

1. 09/2009 ­ EUNICE KHOURY INSURANCE AGENCY; AGENT; 4800 MAYFAIR DRIVE, OKLAHOMA CITY, OK 73112; I OFFER LIFE, HEALTH, LONG TERM CARE AND ANNUITIES (FIXED AND INDEX). I OFFER THESE PRODUCTS TO OUR CLIENTS APPROXIMATELY 30 HRS A WEEK; 20 HOURS DURING SECURITIES TRADING HOURS 2. 05/2013; MUNNERLYN INSURANCE AND INVESTMENTS; INVESTMENT RELATED; 4800 N. MAYFAIR DRIVE, OKLAHOMA CITY, OK 73112; OWNER; 160 HOURS PER MONTH; 6 HOURS PER DAY DURING TRADING HOURS; ADVISORY SERVICES, INSURANCE SALES Long term Care Planning, Medicare Planning. I am commissioned with the insurance carriers that offer products for these specific planning services

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-15
  • S65 Uniform Investment Adviser Law Examination
    2012-09-15
Other Names
  • Patrick Munnerlyn

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