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Brian Russell Kelley

Oath Planning, LLC

Brooklyn, NY

Tulsa, OK

CRD 7034450

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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:

Current Employers
Oath Planning, Llc

1214 East 33Rd Street, Tulsa, OK 74105 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-04-22
AR RA APPROVED 2025-01-01
OK RA APPROVED 2025-01-01
  • NY RA
    APPROVED
    Since 2025-04-22
  • AR RA
    APPROVED
    Since 2025-01-01
  • OK RA
    APPROVED
    Since 2025-01-01

Branch Locations

Brooklyn, NY • United States

1214 East 33Rd Street, Tulsa, OK 74105 • 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
Oath Planning Llc Oklahoma City OK 09/2018 Present
Oath Law, By Rty Law, A Professional Corporation Tulsa OK 09/2017 10/2024
Victoria'S Pasta Shop Norman OK 05/2008 08/2017
  • 09/2018 → Present
    Oath Planning Llc
    Oklahoma City, OK
  • 09/2017 → 10/2024
    Oath Law, By Rty Law, A Professional Corporation
    Tulsa, OK
  • 05/2008 → 08/2017
    Victoria'S Pasta Shop
    Norman, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-01
  • S65 Uniform Investment Adviser Law Examination
    2018-09-01

View on SEC IAPD

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