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3750 W Main Street Suite 142, Norman, OK 73072 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-23 |
| OK | RA | APPROVED | 2015-12-22 |
Branch Locations
3750 W Main Street Suite 142, Norman, OK 73072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trac Advisor Group, Inc. | Norman | OK | 12/2015 | 08/2025 |
| Trac Wealth Management, Inc | Norman | OK | 08/2025 | Present |
2) AETNA MEDICARE ADVANTAGE- BCBS, HUMANA, UNITED HEALTHCARE. 2401 Tee Circle Ste 102 Norman, OK 73069. HEALTH INSURANCE SALES, 8/2015-PRESENT, 20 HRS/MONTH, NONE DURING TRADING. 3) BANNER, AMERICAN GENERAL, INTEGRITY LIFE INSURANCE COMPANY, 2401 Tee Circle Ste 102 Norman, OK 73069. NOT INVESTMENT RELATED, FIXED LIFE INSURANCE SALES, 1/2009-PRESENT, 1 HR/MONTH AND NO TIME DURING TRADING. 4) Rare Coins of New Hampshire, 28 Jones Road, 3rd Floor, Milford, NH 03055, Sale of Rare Coins and precious metals. 1hr per week during market open. 5) Prudential, Insurance Company, 2401 Tee Circle Ste 102 Norman, OK 73069. NOT INVESTMENT RELATED, FIXED LIFE INSURANCE SALES, 1/2009-PRESENT, 1 HR/MONTH AND NO TIME DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-09 |
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