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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-10 |
| OK | RA | APPROVED | 2009-01-02 |
Branch Locations
330 S. Johnstone Ave, Bartlesville, OK 74003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-23 |
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