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3002 Turner St, Ponca City, OK 74604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| C. Victor Coates, C.P.A. | Ponca City | OK | 07/1995 | Present |
| Schwabe & Associates Cpas Pllc | Ponca City | OK | 01/2017 | Present |
| Coates & Schwabe Cpas Pllc | Ponca City | OK | 01/2011 | 01/2017 |
| Ccr Investment Advisers Llc | Ponca City | OK | 07/2018 | Present |
SINCE 1995, I HAVE BEEN A DIRECTOR OF THE STOCK EXCHANGE BANK IN CALDWELL, KANSAS. P.O. BOX 273, CALDWELL, KANSAS 67022. THIS ACTIVITY IS NON- INVESTMENT RELATED. I ATTEND MONTHLY BOARD MEETINGS IN CALDWELL,NORMALLY DURING SECURITIES TRADING HOURS. THE TIME SPENT IS USUALLY ABOUT FOUR HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-12 |
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