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15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-01 |
Branch Locations
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
1300 E. 9Th Street, Suite 10, Edmond, OK 73034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alzheimer's Association Oklahoma Chapter | Oklahoma City | OK | 04/2015 | 02/2020 |
| John D Mitchell & Associates | Edmond | OK | 02/2020 | 01/2025 |
| John D Mitchell& Associates | Edmond | OK | 01/2025 | Present |
| Advisor Resource Council Llc | Dallas | TX | 01/2025 | Present |
1.Relational Media, non-investment related; same as office; providing adminstrative support for faith based media company, not to exceed 20 hours a month. Start date of 3/12/2021. 2. One Resource Group, investment related; same as office; Insurance Sales; not to exceed 10 hours a month; 3/19/2021; Fixed Insurance Sales. 3. Woodbridge Planning, LLC; insurance sales entity for income- investment related; same as office; fixed insurance sales; sole member and manager; 04/7/2021; 5 hours a month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-12-19 |
| S65 | Uniform Investment Adviser Law Examination | 2020-11-30 |
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