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1907 W 33Rd Street Suite 120, Edmond, OK 73013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2023-03-15 |
Branch Locations
1907 W 33Rd Street Suite 120, Edmond, OK 73013 • United States
7136 South Yale Avenue Suite 300, Tulsa, OK 74136 • United States
215 State Street Suite 312, Muskogee, OK 74401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Soard Financial Management, Llc | Edmond | OK | 03/2020 | Present |
| Soard Financial Concepts | Edmond | OK | 02/2019 | Present |
| Little Bird Marketing | Joplin | MO | 10/2015 | 01/2019 |
SOARD FINANCIAL CONCEPTS; INVESTMENT RELATED; INSURANCE AGENT; START DATE 03/2020; 1907 W 33rd St Suite 120, Edmond, OK 73013; 80 HOURS PER MONTH; 80 HOURS PER MONTH DURING SECURITIES TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-12 |
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