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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2009-01-02 |
| TX | RA | APPROVED_RES | 2009-01-02 |
Branch Locations
7919 Mid America Blvd. Suite 225, Oklahoma City, OK 73135 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services | Oklahoma City | OK | 07/2003 | Present |
| Raymond James Financial Services Advisors, Inc | Saint Petersburg | FL | 01/2009 | Present |
| Insurance-Non Variable | Oklahoma City | OK | 08/2007 | Present |
(1)Name of Business: Address: 7919 Mid America Blvd Ste 225, Oklahoma City, OK, 73135-6614, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Write term, whole life, and disability insurance (2)Name of Business: Big Bull Little Bear LLC Address: 7919 Mid America Blvd Ste 225, Oklahoma City, OK, 73135, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/19/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: All responsibility of running a branch (3)Name of Business: Michael Life Insurance Agent Address: 7919 Mid America Blvd Ste 225, Oklahoma City, OK, 73135, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/28/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Will sell term and whole life insurance much like Quick Life. such as Protective, Prudential, Banner, Lincoln, John Hancock, Nation Wide,Mutual of Omaha, Gerber, Brighthouse, Transamerica, AIG, AXA (4)Name of Business: NA Address: 7919 Mid America Blvd Ste 225, Oklahoma City, OK, 73135, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/08/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Have renewals from old companies going back to the 1980s. Also have 4 term policies with hartford life. I no longer work for universal fidelity, us life and royal macabes. They need to be removed from my ADV. (5)Name of Business: Scotland Land LLC Address: 9700 s. sooner road, oklahoma city, OK, 73165, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/09/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Growing crops
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-24 |
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