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117 W. 5Th Street #402, Bartlesville, OK 74003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2018-11-30 |
| TX | RA | APPROVED | 2018-11-30 |
Branch Locations
117 W 5Th Street Suite 402, Bartlesville, OK 74003 • United States
117 W. 5Th Street #402, Bartlesville, OK 74003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truity Credit Union | Bartlesville | OK | 06/2013 | 12/2018 |
| Revo Financial, Llc | Bartlesville | OK | 11/2018 | Present |
1. INDEPENDENT INSURANCE AGENT, 117 W. 5TH ST. BARTLESVILLE, OK 74003. NOT INVESTMENT-RELATED. START DATE-3/20/19. RISK MANAGEMENT FOR FINANCIAL PLANNING. POSITION-INSURANCE PRODUCER. 10 HOURS WORKED PER MONTH ALL DURING SECURITIES TRADING HOURS. 2. CARRINGTON ADVISORS, 15770 NORTH DALLAS PKWY. S. 550, DALLAS, TX 75248. INVESTMENT-RELATED. START DATE-9/15/21. CONTRACT FINANCIAL PLANNER. 5-10 HOURS PER MONTH-MAY BE DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-30 |
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