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Current Employers
Strategic Financial Concepts, Llc

901 Ne Loop 410 Suite 100, San Antonio, TX 78209 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2026-05-01
  • OK RA
    APPROVED
    Since 2026-05-01

Branch Locations

808 24Th Ave, Nw Ste. 202, Norman, OK 73069 • 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
Lpl Financial Llc Norman OK 05/2025 Present
Nfa Wealth Management Norman OK 05/2025 Present
Southern Nazarene University Bethany OK 08/2022 05/2025
Swadley's Bar-B-Q Bethany OK 03/2023 04/2024
Petra Coatings Alvord TX 05/2022 Present
Gracie K Photography Norman OK 05/2025 Present
Standish Management (Formerly Core-Cco) Dallas TX 05/2024 08/2024
Alvord High School/Alvord Middle School Alvord TX 08/2015 05/2022
Crossroads Church Decatur TX 05/2024 08/2024
  • 05/2025 → Present
    Lpl Financial Llc
    Norman, OK
  • 05/2025 → Present
    Nfa Wealth Management
    Norman, OK
  • 08/2022 → 05/2025
    Southern Nazarene University
    Bethany, OK
  • 03/2023 → 04/2024
    Swadley's Bar-B-Q
    Bethany, OK
  • 05/2022 → Present
    Petra Coatings
    Alvord, TX
  • 05/2025 → Present
    Gracie K Photography
    Norman, OK
  • 05/2024 → 08/2024
    Standish Management (Formerly Core-Cco)
    Dallas, TX
  • 08/2015 → 05/2022
    Alvord High School/Alvord Middle School
    Alvord, TX
  • 05/2024 → 08/2024
    Crossroads Church
    Decatur, TX
Other Businesses

1) 2026-03-11 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - NFA Wealth Management - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-03-06 - 160hrs/mth - 130hrs/mth during trading 2) 2026-03-11 - National Financial Alliance - Non-Variable Insurance - Y - at reported business location(s) - 2026-03-06 - 20hrs/mth - 20hrs/mth during trading 3) 2026-03-11 - Gracie K Photography - Outside/W-2 Employment - N - Norman OK - 2026-03-06 - 14hrs/mth - 0hrs/mth during trading 4) 2026-03-11 - Petra Coatings - Outside/W-2 Employment - N - Alvord TX - 2026-03-06 - 8hrs/mth - 0hrs/mth during trading 5) 2026-05-04 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - (Hybrid) Strategic Financial Concepts LLC - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2026-03-06 - 160hrs/mth - 130hrs/mth during trading 6) 2026-05-04 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - (Hybrid) NFA Wealth Management - Registered Investment Advisor DBA - Y - at reported business location(s) - 2026-03-06 - 160hrs/mth - 130hrs/mth during trading - IAR

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-29
  • S66 Uniform Combined State Law Examination
    2026-04-29

View on SEC IAPD

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