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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2022-01-26 |
Branch Locations
7919 Mid America Boulevard Suite 225, Oklahoma City, OK 73135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Oklahoma City | OK | 06/2009 | Present |
| Raymond James Financial Services Advisors Inc. | Oklahoma City | OK | 03/2012 | Present |
| Express Personnel Services | Oklahoma City | OK | 01/2016 | 12/2016 |
| Terrell Monks | Edmond | OK | 05/2019 | 03/2020 |
| Oklahoma Estate Attorneys Pllc | Edmund | OK | 09/2020 | 04/2021 |
| Oklahoma City Youth Hockey Assoc | Oklahoma City | OK | 04/2022 | 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, 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 - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/15/2014 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3)Name of Business: Forecheck Financial Services LLC Address: 7919 Mid America Blvd., Oklahoma City, OK, 73135, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Associate/Employee Investment Related: No Start Date: 04/14/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide financial services to clients. (4)Name of Business: Grant Estate Law, LLC Address: 7919 Mid America Blvd., Suite 125, Oklahoma City, OK, 73135, United States Activity Type: Attorney Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/24/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a solo practitioner focusing in estate planning and estate administration.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-25 |
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