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Jenks, OK • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-22 |
| VA | RA | APPROVED | 2024-11-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty University | Lynchburg | VA | 11/2014 | 03/2019 |
| Nb Handy Co | Lynchburg | VA | 02/2019 | 06/2019 |
| Raymond James Financial Services, Inc. | Greenville | SC | 06/2019 | 10/2019 |
| Raymond James Financial Services, Inc. | Greenville | SC | 06/2019 | 08/2021 |
| Selective Wealth Management, Inc. | Lynchburg | VA | 08/2021 | 11/2024 |
| Netadvizor Wealth Llc | Lynchburg | VA | 11/2024 | Present |
| Netadvizor Wealth Llc | Forest | VA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-31 |
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