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9909 S. Pennsylvania Ave., Oklahoma City, OK 73159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2022-10-12 |
Branch Locations
9909 S. Pennsylvania Ave., Oklahoma City, OK 73159 • United States
9909 S. Pennsylvania Ave., Oklahoma City, OK 73159 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bertrand Retirement Solutions, Llc | Oklahoma City | OK | 01/2000 | Present |
| Investment Strategies, Llc | Oklahoma City | OK | 06/2006 | 07/2021 |
| Impact Partnership Wealth, Llc | Kennesaw | GA | 07/2021 | 06/2023 |
| Bertrand Investment Strategies, L.L.C. | Oklahoma City | OK | 10/2022 | Present |
| Bertrand Longhorn & Equestrian, L.L.C. | Oklahoma City | OK | 01/2000 | Present |
| Bertrand Investment Strategies, L.L.C. | Oklahoma City | OK | 10/2022 | 03/2023 |
1)Bertrand Retirement Solutions, LLC; INVESTMENT RELATED; 9909 South Pennsylvania Ave, OKC, OK 73159; INSURANCE SERVICES; Insurance Agent; 01/2000; 30 hours per month devoted to this business with 30 hours during securities trading hours; recommend insurance products for client's retirement plan. 2)Bertrand Longhorn & Equestrian, L.L.C; NOT-INVESTMENT RELATED; Oklahoma City, OK 73159; Ranch Management; Owner; 01/2000; 60 hours per month devoted to this business with 5 hours during securities trading hours;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-23 |
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