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Claremore, OK • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-08-15 |
| OK | RA | APPROVED | 2018-07-26 |
Branch Locations
5830 Nw Expressway #306 (Mailing Address), Oklahoma City, OK 73132 • United States
Claremore, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joanna S. Mccall, P.C. | Oklahoma City | OK | 02/1999 | Present |
| Sms Financial & Investment Management | Tulsa | OK | 10/1999 | 08/2018 |
| Wealth Management Solutions Llc | Bartlesville | OK | 07/2018 | Present |
JOANNA MCCALL 4713 NW77th Street (Mailing Address) Oklahoma City, OK 73132 Owner 1999 TO Present 3 Hours a month, 0 During Trading Hours Licensed to sell life, health, Annuity and Long-Term Care Insurance JOANNA S. MCALL PC 4713 NW 77th Street (Mailing Address) Oklahoma City, OK 73132 Owner 1999 TO Present 24 Hours a week during business hours from February to April Tax preparation RODEN+FIELDS Owner 9/2012 TO Present Non-Investment Related Devotes about 5 Hours a week, during business hours Independent Skin Care Consultant - Direct Sales BRAVELY GLOBAL Brand Partner 8/2024 TO Present Non-Investment Related Devotes about 10 Hours a week, mostly during non-business hours Direct Sales of Natural Supplements
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-10-06 |
| S65 | Uniform Investment Adviser Law Examination | 1998-09-08 |
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