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9717 E. 42Nd St. Suite 103, Tulsa, OK 74146 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-11-27 |
| TX | RA | APPROVED_RES | 2018-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Step By Step Tax And Financial Planning | Tulsa | OK | 03/2008 | Present |
| Step By Step Tax Solutions, Llc | Tulsa | OK | 06/2025 | Present |
A Investment-Related Activities Mr. Jacobs is not engaged in any other investment-related activities. B Non-Investment Related Activities Kevin Jacobs, the principal of Step By Step Financial, also owns Step By Step Tax Solutions, LLC, a separate and affiliated company. Step By Step Tax Solutions, LLC provides tax preparation services. This activity amounts to 5% of his time on a monthly basis.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-27 |
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