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Jenks, OK • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APP_PEND_IARCE | 2026-01-01 |
| VA | RA | APPROVED | 2022-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ronald Blue & Co. | Orlando | FL | 05/2015 | 08/2017 |
| Netadvizor Llc | Jenks | OK | 09/2018 | 12/2020 |
| Mcintosh Corporation | Tulsa | OK | 12/2017 | Present |
| Ronald Blue Trust | Orlando | FL | 01/2017 | 12/2017 |
| Netadvizor Wealth Llc | Jenks | OK | 04/2022 | Present |
| Netadvizor Business Llc | Tulsa | OK | 07/2018 | Present |
| Netadvizor Llc | Tulsa | OK | 07/2018 | Present |
Jordan Christopher Fulton is President/Corporate Controller for a specialty Contractor in Tulsa, OK; McIntosh Corporation. Address: 8141 East 48th Street, Tulsa, OK, 74145-6906. Start date: 12/2017. Mr. Fulton designs, builds and provides MEP work. Mr. Fulton will not offer clients any products or services form this position. Should a conflict of interest arise, NETADVIZOR, LLC will note the conflict and resolve any potential conflicts of interest in the client's best interest. This is a fulltime position - Mr. Fulton spends 40 hrs per week on this activity. NetAdvizor LLC & NetAdvizor Business LLC; Location of the business: PO Box 471291 Tulsa OK 74147 United States; Description of the business: Provide bookkeeping, accounting, and CFO services to small businesses; Position Title: President; Responsibilities Duties: Responsibilities and duties include but are not limited to:- bookkeeping- reviewing financial statements- accounting operations- reviewing transactions and company records- journal entries- payroll entries- varying CFO services such as cash flow management, generating financial statements, KPI tracking and analysis, etc.; Start date with business: 2018-07-27;Hours per month devoted to business during trading hours: 10;Hours per month devoted to business outside trading hours: 40;Percentage of total yearly compensation expected to be derived from the business: 10;Will an IRS form for income earned be received: Yes;Contact person at the organization: Timothy Davis;Website address for the organization: www.netadvizor.com;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-21 |
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