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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-01 |
| OK | RA | APPROVED | 2023-10-31 |
Branch Locations
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
709 Southwest 119Th St., Oklahoma City, OK 73170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Oklahoma | Norman | OK | 08/2015 | 12/2018 |
| Ou Athletics | Norman | OK | 08/2017 | 10/2018 |
| Virtue Capital Management | Brentwood | TN | 04/2021 | 10/2023 |
| C&M Financial Group | Oklahoma City | OK | 01/2019 | Present |
| Coppell Advisory Solutions Llc | Coppell | TX | 10/2023 | Present |
(1) C&M FINANCIAL GROUP , Title: OWNER, Description: ADVISORY BUSINESS AND INSURANCE BUSINESS INSURANCE LICENSED, Start Date: 01-01-2019, Address: 709 SW 119TH ST. OKLAHOMA CITY, OK 73170 , Investment-related? NO, Hours per month: 8, During trading hours: 4
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-23 |
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