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Inactive

Boston Cole Harris

Plan Group Financial, Inc.

Oklahoma City, OK

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Current Employers
Plan Group Financial, Inc.

101 N.E. 82Nd Street Suite 200, Oklahoma City, OK 73114 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-10-13
  • OK RA
    APPROVED
    Since 2025-10-13

Branch Locations

101 N.E. 82Nd Street Suite 200, Oklahoma City, OK 73114 • 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
Tecovas Oklahoma City OK 03/2023 09/2023
Plangroup Financial Oklahoma City OK 11/2023 Present
Unemployed/Student Oklahoma City OK 03/2013 03/2023
  • 03/2023 → 09/2023
    Tecovas
    Oklahoma City, OK
  • 11/2023 → Present
    Plangroup Financial
    Oklahoma City, OK
  • 03/2013 → 03/2023
    Unemployed/Student
    Oklahoma City, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-13
  • S65 Uniform Investment Adviser Law Examination
    2025-10-13

View on SEC IAPD

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