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Charles Earl Oliver

Transcendent Capital Group

Edmond, OK

Edmond, OK

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Current Employers
Transcendent Capital Group

1008 South Bryant Avenue Suite 250, Edmond, OK 73034 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2022-01-26
  • OK RA
    APPROVED
    Since 2022-01-26

Branch Locations

Edmond, OK • United States

1008 South Bryant Avenue Suite 250, Edmond, OK 73034 • 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
Wells Fargo Advisors Llc Edmond OK 05/2009 11/2016
Wells Fargo Clearing Services, Llc Edmond OK 11/2016 01/2022
Transcendant Capital Group Edmond OK 01/2022 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Edmond, OK
  • 11/2016 → 01/2022
    Wells Fargo Clearing Services, Llc
    Edmond, OK
  • 01/2022 → Present
    Transcendant Capital Group
    Edmond, OK
Previous Registrations
  • 2004-10-01 → 2022-01-19
    Wells Fargo Clearing Services, Llc
    Edmond, OK
    Edmond, OK
    Edmond, OK
  • 1999-12-08 → 2004-10-12
    Phillips Capital Advisors, Inc.
    Oklahoma City, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-04-13
S63 Uniform Securities Agent State Law Examination 1990-07-30
  • S65 Uniform Investment Adviser Law Examination
    1992-04-13
  • S63 Uniform Securities Agent State Law Examination
    1990-07-30
Other Names
  • Charles E Oliver

View on SEC IAPD

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