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Meg E Gentry

Chartmark Investments, Inc.

Tulsa, OK

Tulsa, OK

CRD 5012120

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Employer firm

Chartmark Investments, Inc. CRD 114812

$87.6M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • ADVICE TO 401K PLAN PARTICIPANTS

From the firm’s Form ADV. Read the guides:

Current Employers
Chartmark Investments, Inc.

Utica Place Office Tower 2200 S Utica Place Suite 525, Tulsa, OK 74114 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2012-12-10
TX RA APPROVED 2012-12-06
OK RA APPROVED 2005-08-09
  • LA RA
    APPROVED
    Since 2012-12-10
  • TX RA
    APPROVED
    Since 2012-12-06
  • OK RA
    APPROVED
    Since 2005-08-09

Branch Locations

2200 S Utica Place Suite 525, Tulsa, OK 74114 • United States

Utica Place Office Tower 2200 S Utica Place Suite 525, Tulsa, OK 74114 • 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
Chartmark Investments, Inc. Tulsa OK 03/2005 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-07-29
  • S65 Uniform Investment Adviser Law Examination
    2005-07-29
Other Names
  • Meg E Gentry
  • Meg E Whitney

View on SEC IAPD

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