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10401 W Reno Ave Suite 100, Oklahoma City, OK 73127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-01-20 |
| TX | RA | APPROVED_RES | 2025-11-21 |
Branch Locations
10401 W Reno Ave Suite 100, Oklahoma City, OK 73127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Financial Planning | Plano | TX | 09/2015 | 10/2024 |
| Range Advisory, Llc | Mclean | VA | 10/2024 | 07/2025 |
| Ideal Financial Planning, Llc | Mustang | OK | 10/2025 | Present |
Josh Morris, CPA, PLLC; NOT investment-related; 4825 Hambletonian Ln, Mustang, OK 73064; Accounting and Tax Consulting; Managing Member; 1/24/2022 to present; Less than 5 hours per month (none of which are during securities trading hours); Provide accounting and tax consulting, including but not limited to, tax projections, tax return preparation, bookkeeping, and consulting.
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