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8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-01 |
Branch Locations
603 N. Broadway, Poteau, OK 74953 • United States
8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells, Wann & Company, Cpa, P.C. | Poteau | OK | 07/2021 | 08/2021 |
| Arledge & Associates | Edmond | OK | 06/2020 | 07/2021 |
| Hogantaylor Llp | Oklahoma City | OK | 01/2020 | 06/2020 |
| Grant Thornton Llp | Oklahoma City | OK | 01/2019 | 01/2020 |
| Arledge & Associates | Edmond | OK | 08/2018 | 01/2019 |
| Grant Thornton Llp | Oklahoma City | OK | 06/2018 | 08/2018 |
| Hertz | Oklahoma City | OK | 05/2017 | 05/2018 |
| Walmart | Edmond | OK | 12/2015 | 05/2017 |
| Lpl Financial | Poteau | OK | 07/2021 | Present |
| Verus Capital Partners | Scottsdale | AZ | 03/2022 | Present |
1) 8/2021 - Tax Prep/Accounting/CPA - Wells, Wann & Company - Investment Related - Poteau, OK 74953 2) 9/2021 - DBA for LPL Business (entity for LPL business) - Wann Financial - Investment Related - Poteau, OK 74953 3) 12/10/2021 - Chuculate Capital - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/02/2021 - 160 Hours Per Month/160 Hours During Securities Trading. 4) 1/3/2022 - Chuculate Capital - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 12/27/2021 - 160 Hours Per Month/160 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-21 |
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