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Carl Victor Coates

Ccr Investment Advisers, LLC

Ponca City, OK

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Current Employers
Ccr Investment Advisers, Llc

3002 Turner St, Ponca City, OK 74604 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-01-01
  • OK RA
    APPROVED
    Since 2025-01-01

Branch Locations

3002 Turner St, Ponca City, OK 74604 • 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
C. Victor Coates, C.P.A., Registered Investment Adviser Ponca City OK 01/1995 07/2018
Coates & Schwabe Cpas Pllc Ponca City OK 01/2001 01/2017
Schwabe & Associates Cpas Pllc Ponca City OK 01/2017 04/2018
  • 01/1995 → 07/2018
    C. Victor Coates, C.P.A., Registered Investment Adviser
    Ponca City, OK
  • 01/2001 → 01/2017
    Coates & Schwabe Cpas Pllc
    Ponca City, OK
  • 01/2017 → 04/2018
    Schwabe & Associates Cpas Pllc
    Ponca City, OK
Previous Registrations
  • 2002-07-09 → 2018-12-31
    C. Victor Coates, C.P.A.
    Ponca City, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-06-19
  • S65 Uniform Investment Adviser Law Examination
    1992-06-19
Other Names
  • C Victor Coates

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Ponca City, OK
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CETERA INVESTMENT ADVISERS LLC · PONCA CITY, OK
EDWARD JONES · PONCA CITY, OK
MERCER GLOBAL ADVISORS INC. · Ponca City, OK
STATE FARM INVESTMENT MANAGEMENT CORP. · Ponca City, OK
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