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Cheryl Annette Green

Farther

San Francisco, CA

Bartlesville, OK

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Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2026-05-05
TX RA APPROVED 2026-05-05
  • OK RA
    APPROVED
    Since 2026-05-05
  • TX RA
    APPROVED
    Since 2026-05-05

Branch Locations

345 California Street Suite 600, San Francisco, CA 94104 • United States

307 Se Frank Phillips Blvd., Bartlesville, OK 74003 • 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
Dominion Investor Services, Inc. San Antonio TX 03/2001 06/2023
First Investment Corporation Bartlesville OK 03/2001 Present
Calton & Associates Tampa FL 06/2023 05/2026
Farther Bartlesville OK 05/2026 Present
  • 03/2001 → 06/2023
    Dominion Investor Services, Inc.
    San Antonio, TX
  • 03/2001 → Present
    Bartlesville, OK
  • 06/2023 → 05/2026
    Calton & Associates
    Tampa, FL
  • 05/2026 → Present
    Bartlesville, OK
Previous Registrations
Other Businesses

FIRST INVESTMENT CORPORATION, RIA, FINANCIAL PLANNING FIRM, 30-40 HOURS/WK, 307 SE FRANK PHILLIPS BLVD, BARTLESVILLE, OK; T2T, LLC, NOT INVESTMENT RELATED, 1049 NE WASHINGTON BLVD, BARTLESVILLE, OK 74006, REAL ESTATE RENTALS, OWNER, STARTED 07/01/2009, PURCHASE PROPERTIES/MAINTAIN/RENT PROPERTIES, 40+ HOURS/MO, 0-10 HOURS/MO DURING TRADING; T2T HOME, LLC, NOT INVESTMENT RELATED, 1049 NE WASHINGTON BLVD, BARTLESVILLE, OK 74006, REAL ESTATE RENTALS, 09/23/2021, PURCHASE PROPERTIES/MAINTAIN/RENT PROPERTIES, 40+ HOURS/MO, 0-10 HOURS/MO DURING TRADING; CO-TTEE OF THE CHERYL A GREEN REVOCABLE TRUST, DTD 05/05/05, WHICH IS A MINORITY SHAREHOLDER OF DOMINION FINANCIAL SERVICES, INC (DFS), MINORITY OWNER. OKLAHOMA LICENSED REAL ESTATE SALES ASSOCIATE 11/7/2017, ASSIST INDIVIDUALS TO LIST/BUY/SELL REAL ESTATE 10-60 HOURS/MO, 0-10 HOURS DURING TRADING; TAP OUTSOURCING LLC, 10/2020, BOOKKEEPING & ACCOUNTING, 307 SE FRANK PHILLIPS BLVD, BARTLESVILLE, OK 74003, 0-5 HOURS/MO, 0-5 HOURS/MO DURING TRADING HOURS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-10-17
  • S66 Uniform Combined State Law Examination
    2001-10-17
Other Names
  • Cheryl Annette Phillips
  • Cheryl Annette Phillips

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