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932 Sw 107Th St Suite 200, Oklahoma City, OK 73170 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-28 |
| OK | RA | APPROVED | 2016-03-01 |
Branch Locations
932 Sw 107Th St Suite 200, Oklahoma City, OK 73170 • United States
932 Sw 107Th St Suite 200, Oklahoma City, OK 73170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Strategies, Llc | Oklahoma City | OK | 02/2016 | Present |
| Bertrand Retirement Solutions | Oklahoma City | OK | 09/2015 | 03/2017 |
| Mg Rose Enterprises, Llc Dba Figure 8 Photos | Oklahoma City | OK | 08/2006 | Present |
| 321, Go, Llc | Tulsa | OK | 01/2005 | Present |
| Rose Retirement And Investments, Llc | Oklahoma City | OK | 03/2017 | Present |
1) Rose Retirement and Investments, LLC; investment related; Oklahoma City, OK; insurance services and product sales; insurance agent; started 03/2017; Approximately 30% of time. 2) Mg Rose Enterprises, LLC dba Figure 8 Photos; non-investment related; Oklahoma City, OK; photography; owner; started 08/2006; approximately 20% of time. 3) 321, GO, LLC; non-investment related; Oklahoma City, OK, personal trainer; less than 5% of time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-19 |
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