Best Investors Account Sign in
Inactive

Harrison Riley Newmark

Plan Group Financial, Inc.

Oklahoma City, OK

Claim This Profile
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 2026-02-02
  • OK RA
    APPROVED
    Since 2026-02-02

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
Plan Group Financial, Inc. Oklahoma City OK 07/2025 Present
Student Oklahoma City OK 11/2015 07/2025
Plan Group Financial, Inc. Oklahoma City OK 11/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-02
  • S65 Uniform Investment Adviser Law Examination
    2026-02-02

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HILLTOP SECURITIES INC.
LPL FINANCIAL LLC
UBS FINANCIAL SERVICES INC.
EQUITABLE ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FOURPATH CAPITAL MANAGEMENT, LLC
G. DEWAYNE MCANALLY

Other Investors

Matthew Kyle Sanders
Scott Morrison Mullins
Bridgette Nicole Hundon
Peyton j Henry
ROBERT COLLINS RYLAND
DAWN M MASLAR
CARRIE K NICHOLS
Brandy M Webster

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OKLAHOMA CITY, OK
HILLTOP SECURITIES INC. · OKLAHOMA CITY, OK
LPL FINANCIAL LLC · OKLAHOMA CITY, OK
UBS FINANCIAL SERVICES INC. · OKLAHOMA CITY, OK
EQUITABLE ADVISORS, LLC · OKLAHOMA CITY, OK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Oklahoma City, OK
UBS FINANCIAL SERVICES INC. · Oklahoma City, OK
LPL FINANCIAL LLC · Oklahoma City, OK

More in Oklahoma City, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor