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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-09-03 |
| TN | RA | APPROVED | 2023-07-05 |
Branch Locations
211 N Robinson Ave Ste N1600 One Leadership Square, Oklahoma City, OK 73102 • United States
3727 Williams Dr [Support Center], Georgetown, TX 78628 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance | Phoenix | AZ | 04/2008 | 05/2023 |
| American Alliance Ins Services Inc Dba The Fink Family Agency | Edmond | OK | 08/2019 | 05/2023 |
| Wells Fargo Clearing Services, Llc | Memphis | TN | 05/2023 | Present |
THE BOY BETWEEN BANNERS; NOT INV RELATED;OKLAHOMA CITY,OK; FICTION STORY; START DATE: 04/27/2026; 10 HRS PER MONTH; 0 HRS DURING TRADING; THE SCHOLAR OF TWO FAITHS; NOT INV RELATED;OKLAHOMA CITY,OK; FICTION STORY; START DATE: 04/29/2026; 10 HRS PER MONTH; 0 HRS DURING TRADING; THE CONTINUITY ENGINE; NOT INV RELATED;OKLAHOMA CITY,OK; FICTION STORY; START DATE: 05/30/2026; 10 HRS PER MONTH; 0 HRS DURING TRADING; THE KING'S LEDGER; NOT INV RELATED;OKLAHOMA CITY,OK; HISTORICAL NOVEL; START DATE: 05/08/2026; 10 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-21 |
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