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2800 Veterans Memorial Blvd. Suite 220, Metairie, LA 70002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-02-25 |
Branch Locations
2270 N Hwy 81 Ste 102, Duncan, OK 73533-1762 • United States
2800 Veterans Memorial Blvd. Suite 220, Metairie, LA 70002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chickasaw Community Bank | Oklahoma City | OK | 06/2024 | 02/2026 |
| Combest Financial Services | Duncan | OK | 08/2025 | Present |
| Okarng | Stillwater | OK | 03/2018 | 03/2024 |
| Liberty National Bank | Oklahoma City | OK | 02/2022 | 06/2024 |
| Midfirst Bank | Oklahoma City | OK | 05/2021 | 02/2022 |
| Northwestern Mutual | Oklahoma City | OK | 01/2020 | 05/2020 |
| Texas Roadhouse | Stillwater | OK | 01/2019 | 11/2020 |
| Interurban | Duncan / Edmond | OK | 01/2016 | 12/2018 |
| Second Line Capital, Llc | Metairie | LA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-13 |
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