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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-10
OK RA APPROVED 2009-01-02
  • TX RA
    APPROVED_RES
    Since 2026-03-10
  • OK RA
    APPROVED
    Since 2009-01-02

Branch Locations

330 S. Johnstone Ave, Bartlesville, OK 74003 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Susan Dick & Associates, Cpa, Pc Bartlesville OK 12/2006 Present
Raymond James Financial Services Bartlesville OK 05/2008 Present
Raymond James Financial Services Advisors, Inc Bartlesville OK 01/2009 Present
Fisd Inc Bartlesville OK 11/2013 08/2022
Susan Dick Financial Services, Llc Bartlesville OK 11/2013 04/2023
  • 12/2006 → Present
    Susan Dick & Associates, Cpa, Pc
    Bartlesville, OK
  • 05/2008 → Present
    Raymond James Financial Services
    Bartlesville, OK
  • 01/2009 → Present
    Bartlesville, OK
  • 11/2013 → 08/2022
    Fisd Inc
    Bartlesville, OK
  • 11/2013 → 04/2023
    Susan Dick Financial Services, Llc
    Bartlesville, OK
Other Businesses

(1)Name of Business: County Excise and Equalization Board Address: 400 S Johnstone Ave, Bartlesville, OK, 74003, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: No Start Date: 10/16/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board of Equalization hears taxpayer protests and adjusts property assessments to ensure fairness. Excise Board approves local government budgets. (2)Name of Business: Fourstone Wealth Management, LLC Address: 330 S Johnstone Ave, Bartlesville, OK, 74003-6616, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/17/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3)Name of Business: St. Luke's Episcopal Church Address: 210 E. 9th St., Bartlesville, OK, 74003, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 01/01/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Review current church investments as part of a committee.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-09-23
  • S66 Uniform Combined State Law Examination
    2008-09-23
Other Names
  • Doug Mciver

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