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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Oklahoma City | OK | 03/2016 | 11/2018 |
| Royal Alliance Associates, Inc. | Oklahoma City | OK | 11/2018 | 05/2019 |
| Ifp Securities, Llc | Nichols Hills | OK | 05/2019 | Present |
| Independent Financial Partners | Nichols Hills | OK | 05/2019 | Present |
(1) Insurance sales, Life, Disability, LTC; investment related; start 2016. (2) Lifemore Financial Group - DBA; Investment Related; 869 E 33rd Street, Edmond, OK 73013; Start 5/2019.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-29 |
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