Rodney Thomas Yancy

Employer firm

Oath Planning, LLC CRD 299187

$285M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2018 → Present
  Oath Planning Llc
  Oklahoma City, OK
• 10/2010 → Present
  Oath Law, By Rty Law, A Professional Corporation
  Tulsa, OK

Other Businesses

OATH LAW, BY RTY LAW, A PROFESSIONAL CORPORATION 1214 EAST 33RD STREET TULSA, OK 74105 NON-INVESTMENT RELATED LAW OFFICE ATTORNEY & PRESIDENT 10/2010 TO PRESENT DEVOTES 30 HOURS PER MONTH ALL OF WHICH ARE DURING SECURITIES TRADING HOURS. BRANDES AND YANCY PLLC 1214 EAST 33RD STREET TULSA, OK 74105 NON-INVESTMENT RELATED LITIGATION LEGAL SERVICES OPERATION MANAGER 02/23/2015 TO PRESENT DEVOTES 1 HOUR A MONTH TO THIS POSITION WHICH MAY BE DURING SECURITIES TRADING HOURS ACTA NON VERBA, LLC 1214 EAST 33RD STREET TULSA, OK 74105 NON-INVESTMENT RELATED REAL ESTATE HOLDING MANAGER, OVERSEE OPERATIONS 05/05/2016 TO PRESENT DEVOTES 0 HOURS PER MONTH TO THIS POSITION WHICH MAY BE DURING SECURITIES TRADING HOURS NULLIUS IN VERBA 1214 EAST 33RD AVE TULSA, OKLAHOMA, 74105 NON-INVESTMENT RELATED REAL ESTATE HOLDING MANAGER 07/11/2022 DEVOTES A TOTAL OF 0 HOURS A MONTH; 0 HOURS DURING SECURITIES TRADING HOURS HOLDS A PIECE OF REAL ESTATE SUB EK 1214 EAST 33RD AVE TULSA, OKLAHOMA, 74105 NON-INVESTMENT RELATED REAL ESTATE HOLDING MANAGER 01/10/2025 DEVOTES A TOTAL OF 0 HOURS A MONTH; 0 HOURS DURING SECURITIES TRADING HOURS HOLDS A PIECE OF REAL ESTATE OATH MUSIC CO 1214 EAST 33RD AVE TULSA, OKLAHOMA, 74105 NON-INVESTMENT RELATED MUSIC TECHNOLOGY CEO 09/14/2024 DEVOTES A TOTAL OF 40 HOURS A MONTH; 20 HOURS DURING SECURITIES TRADING HOURS CHIEF EXECUTIVE OFFICER DUTIES

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-30