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Gabriel Levi Wallace

Retirement Investment Advisors Inc

Oklahoma City, OK

CRD 8169493

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Employer firm

Retirement Investment Advisors Inc CRD 106316

$1.49B regulatory AUM 25 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Retirement Investment Advisors Inc

2925 United Founders Blvd, Oklahoma City, OK 73112 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-24
OK RA APPROVED 2025-09-30
  • TX RA
    APPROVED
    Since 2025-11-24
  • OK RA
    APPROVED
    Since 2025-09-30

Branch Locations

2925 United Founders Blvd, Oklahoma City, OK 73112 • 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
Retirement Investment Advisors Inc Oklahoma City OK 09/2025 Present
Retirement Investment Advisors Inc Oklahoma City OK 04/2024 12/2024
Fnb Community Bank Choctaw OK 05/2019 03/2024
Walmart Choctaw OK 01/2019 04/2019
Full-Time Education Choctaw OK 01/2015 12/2024
Retirement Investment Advisors Inc Oklahoma City OK 01/2025 09/2025
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-15
  • S65 Uniform Investment Adviser Law Examination
    2025-09-15

View on SEC IAPD

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Nearby Investors

Matthew Kyle Sanders
Scott Morrison Mullins
Bridgette Nicole Hundon

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OKLAHOMA CITY, OK
HILLTOP SECURITIES INC. · OKLAHOMA CITY, OK
LPL FINANCIAL LLC · OKLAHOMA CITY, OK

More in Oklahoma City, OK

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