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101 N.E. 82Nd Street Suite 200, Oklahoma City, OK 73114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-01-25 |
| OK | RA | APPROVED | 2023-01-12 |
| TX | RA | APPROVED | 2023-01-12 |
Branch Locations
101 N.E. 82Nd Street Suite 200, Oklahoma City, OK 73114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saxony Securities, Inc | Saint Louis | MO | 01/2020 | 11/2023 |
| Plan Group Financial | Oklahoma City | OK | 07/2018 | Present |
| Ossaa Umpiring Association | Weatherford | OK | 08/2015 | 03/2018 |
| Southwestern Oklahoma State University | Weatherford | OK | 08/2015 | 05/2018 |
| Private Client Services | Oklahoma City | OK | 11/2023 | Present |
1) Plan Group Financial. 6 NE 63rd St, Suite 240, Oklahoma City, OK 73105. RIA. Director of Operations. 150 hrs/mo; 150 during trading hrs. 2) Private Client Services. 6 NE 63rd St, Suite 240, Oklahoma City, OK 73105. Client Relations Manager. 40hrs/mo 3) Wheeler4 Group, LLC; holding company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-21 |
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