Shawn Dforrest Powell

Current Employers

Employment History

• 04/2004 → Present
  Raymond James Financial Services, Inc.
  Midwest City, OK
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Midwest City, OK
• 12/2010 → Present
  Powell Financial Services
  Midwest City, OK
• 11/2022 → Present
  Oklahoma Financial Planning Group, Inc
  Midwest City, OK

Previous Registrations

• 2000-02-16 → 2003-05-02
  Raymond James Financial Services, Inc.
  Midwest City, OK

Other Businesses

(1)Name of Business: BamaOk, LLC Address: 9075 Harmony Drive, Midwest City, OK, 73130, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 03/10/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (2)Name of Business: Checkmate Enterprise, LLC Address: 9075 Harmony Drive, Suite C, Midwest City, OK, 73130, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 11/30/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: lease rental properties. (3)Name of Business: Oklahoma Financial Planning Group, Inc Address: 9075 Harmony Dr, Midwest City, OK, 73130, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Officer - CEO, Officer - President Investment Related: No Start Date: 11/06/2002 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oklahoma Financial Planning Group is my support company to transact business through Raymond James. The DBA is Powell Financial Services. (4)Name of Business: Parker Powell LLC Address: 9075 Harmony Dr, Midwest City, OK, 73130, United States Activity Type: Business Owner Position/Title: Other Investment Related: Yes Start Date: 01/27/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner Real Estate. I own the building I office out of and rent it to other tenants. (5)Name of Business: Powell Financial Services Address: 9075 Harmony Dr, Suite A, Midwest City, OK, 73130, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/14/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Company activities only - pay the bills (6)Name of Business: Silverback Business Consulting, LLC Address: 9075 Harmony Dr, Midwest City, OK, 73130, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Offer business real estate management consulting, lending solutions services. (7)Name of Business: Triple B Free Address: 9085 Harmony Drive, Midwest City, OK, 73130, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/01/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC Member. Triple B Free manages 1 commercial property.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-11-16
• S63 Uniform Securities Agent State Law Examination
  1992-05-21