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901 Sw Martin Downs Blvd., Suite 200 D, Palm City, FL 34990 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-01 |
Branch Locations
901 Sw Martin Downs Blvd., Suite 200 D, Palm City, FL 34990 • United States
523 W. Main Street, Henryetta, OK 74437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Owlfi | Lenexa | KS | 04/2021 | Present |
| Re Palmer, Cpa, Inc. | Henryetta | OK | 07/2003 | Present |
| Motiv8 Investments Llc | Stuart | FL | 04/2021 | 09/2021 |
| Private Client Advisor Group, Llc | Palm City | FL | 06/2024 | Present |
Employed by OWLFI CPA LLC, a non-investment related Lenexa, KS based tax and accounting firm, since 2021. Activities are generally during normal business hours. Owner of Palmer Cattle Company, a non-investment related ranch business, since 2012. Activities generally outside of normal business hours. I manage a public accounting firm that provides tax and accounting services. I own and manage a cattle ranch.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-06 |
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