Robin K Jolly

Employer firm

Jolly, Robin K CRD 311891

Reported services (Item 5G)

Financial planning
REFERRALS FEES FROM PERCENTAGE OF ASSETS UNDER MANAGEMENT

From the firm’s Form ADV. Read the guides:

Current Employers

Jolly, Robin K

Sulphur, OK • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2021-01-26

OK RA
APPROVED

Since 2021-01-26

Branch Locations

Sulphur, OK • 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
Abla & Jolly Cpa Pllc	Sulphur	OK	01/2015	12/2021
Grant & Katie Johnson Cpa Pllc	Sulphur	OK	01/2022	12/2023
First National Bank & Trust Of Ardmore	Sulphur	OK	01/2024	Present

01/2015 → 12/2021

Abla & Jolly Cpa Pllc

Sulphur, OK
01/2022 → 12/2023

Grant & Katie Johnson Cpa Pllc

Sulphur, OK
01/2024 → Present

First National Bank & Trust Of Ardmore

Sulphur, OK

Previous Registrations

2012-12-19 → 2019-01-31

Geneos Wealth Management, Inc.

Davis, OK

Ardmore, OK

Other Businesses

100% ownership in Robin K Jolly CPA, PLLC. This ownership is a public accounting firm providing services in financial statement preparation, payroll, and income tax services.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-12-18

S65 Uniform Investment Adviser Law Examination

2012-12-18

View on SEC IAPD