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202 W Main, Durant, OK 74701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2022-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Ada | OK | 06/1997 | 05/2019 |
| Kestra Financial, Inc. | Ada | OK | 05/2019 | 06/2022 |
| Gaddis & Gaddis Wealth Management | Ada | OK | 05/2019 | 06/2022 |
| Gaddis Premier Wealth Advisors Llc | Durant | OK | 06/2022 | Present |
1: Oklahoma Wildlife Conservation Foundation Invest Rel: No Nat of Busi: Board Position Title: Board member Start Date: 7/1/2021 Hrs/mth: 0-16 Duties: Board member 2: Leigh Gaddis - PPD Invest Rel: No Nat of Busi: membership sales Title: Owner Start Date: 8/14/2007 Hrs/mth: 0-16 Duties: Membership sales 3: GKS Equipment, LLC Invest Rel: No Nat of Busi: The medical equipment owned by this LLC will be leased to a medical practice/urgent care Title: Silent partner/investor Start Date: 7/1/2021 Hrs/mth: 0-16 Duties: Investor 4: GKS, Milburn Clinic, LLC Invest Rel: No Nat of Busi: Medical clinic/urgent care Title: Silent partner/investor Start Date: 7/1/2021 Hrs/mth: 0-16 Duties: Investor 5: GKS Providers, LLC Invest Rel: No Nat of Busi: Potentially medical services Title: Silent partner/Investor Start Date: 7/1/2021 Hrs/mth: 0-16 Duties: Investor 6: GKS Calera Clinic, LLC Invest Rel: No Nat of Busi: Real Estate Title: Silent partner/investor Start Date: 7/1/2021 Hrs/mth: 0-16 Duties: Investor 7: GKS Calera RE, LLC Invest Rel: No Nat of Busi: Real Estate Title: Silent partner/member of LLC Start Date: 7/1/2021 Hrs/mth: 0-16 Duties: Investment only 8: GKS Durant RE, LLC Invest Rel: No Nat of Busi: Real Estate Title: Silent partner/Investor Start Date: 7/1/2021 Hrs/mth: 0-16 Duties: Investor 9: GKS, Milburn RE, LLC Invest Rel: No Nat of Busi: Real Estate Title: Silent partner/investor Start Date: 7/1/2021 Hrs/mth: 0-16 Duties: Investor 10: GKS Radiology, LLC Invest Rel: No Nat of Busi: Performance of radiology services in medical clinic Title: Silent partner/investor Start Date: 7/1/2021 Hrs/mth: 0-16 Duties: Investor 11: Brunsteter Holdings, LLC Invest Rel: No Nat of Busi: Record keeping, collecting/depositing oil & gas income, paying liabilities, and making occasional distributions to members Title: Manager Start Date: 9/1/2017 Hrs/mth: 0-16 Duties: See 2.67 & 2.78 12: Oklahoma Dept. of Wildlife Conservation Invest Rel: No Nat of Busi: Board Position Title: Commissioner Start Date: 1/1/2015 Hrs/mth: 17-32 Duties: Wildlife Conservation Commission 13: G&G Ranch or Gaddis Ranch Invest Rel: No Nat of Busi: Ranching operation Title: Co-Owner Start Date: 2/1/2006 Hrs/mth: 0-16 Duties: Buy, sell, lease, raise cows, hay, farm animals and products, equipment, lease ranch land for hunting purposes 14: G&G Oil & Gas Invest Rel: No Nat of Busi: Buy, sell oil & gas mineral and/or working interests; collect royalty or working interest income Title: Co-Owner Start Date: 6/14/2011 Hrs/mth: 0-16 Duties: Collect royalty or working interest income 15: G&G Billboards Invest Rel: No Nat of Busi: Leasing of highway billboard advertising space Title: Co-Owner, manager Start Date: 11/29/2011 Hrs/mth: 17-32 Duties: leasing of highway billboard advertising space 16: G&G Properties Invest Rel: Yes Nat of Busi: Real Estate Title: Co-Owner with husband Start Date: 11/29/2011 Hrs/mth: 0-16 Duties: Buy, sell, rent, develop, build, remodel, residential and commercial real estate and lands 17: Durant G&G Office Building Invest Rel: No Nat of Busi: Real Estate Title: Partner Start Date: 2/5/2018 Hrs/mth: 0-16 Duties: Co-Manager 18: G&G Insurance Invest Rel: Yes Nat of Busi: Insurance Title: Partner Start Date: 12/31/2007 Hrs/mth: 0-16 Duties: Sales of Fixed Insurance 19: Gaddis & Gaddis Wealth Management, LLC Invest Rel: Yes Nat of Busi: Registered Field Assistant; Insurance; 20: G&G Enterprises Invest Rel: Yes Nat of Busi: Holding company for estate planning purposes Title: Co-Owner Start Date: 6/6/2011 Hrs/mth: 0-16 Duties: Administrative, managing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-05 |
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