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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-06 |
| OK | RA | APPROVED | 2025-08-01 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
13104 N Macarthur Blvd Suite B, Oklahoma City, OK 73142 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bronson Schubert Insurance Agency | Edmond | OK | 02/2017 | 06/2025 |
| Full Time Education | Edmond | OK | 07/2014 | 02/2017 |
| State Farm Vp Management Corp | Edmond | OK | 01/2021 | 06/2025 |
| Kestra Investment Services, Llc | Oklahoma City | OK | 07/2025 | Present |
| Kestra Advisory Services, Llc | Oklahoma City | OK | 08/2025 | Present |
Name: ROCHE WEALTH POSITION: Employee/Wealth Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 150 SECURITIES TRADING HOURS: 115 START DATE: 06/30/2025 ADDRESS: 13104 North Macarthur Blvd, Suite B, Oklahoma City OK 73142, United States DESCRIPTION: Work directly with staff and clients to provide financial planning and investment management services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-22 |
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