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202 W Main, Durant, OK 74701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-04 |
| OK | RA | APPROVED | 2023-10-03 |
Branch Locations
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, Inc. | Durant | OK | 10/2015 | 04/2017 |
| Raymond James Financial Services Advisors, Inc. | Durant | OK | 10/2015 | 04/2017 |
| Securities America, Inc. | Durant | OK | 04/2017 | 10/2023 |
| Securities America Advisors | Durant | OK | 04/2017 | 10/2023 |
| Private Client Services | Durant | OK | 10/2023 | Present |
| Gaddis Premier Wealth Advisors Llc | Durant | OK | 10/2023 | Present |
1.Gaddis Premier Wealth Advisory. 202 W. Main St, Durant, OK 74701. RIA. 160 hrs/mo; 160 during trading hrs. Investment Related. 2.Private Client Services, Registered Rep. 202 W. Main St, Durant, OK 74701. Broker-Dealer. 160 hrs/mo; 160 during trading hrs. Investment Related. 3.Southeastern Oklahoma State University Wesley Foundation; non-investment related, President of the Foundation; 05/2018; 0-7 hrs monthly, 0hrs during trading hours 4.Partners in Education; non-investment related; PO Box 906, Durant, OK 74701; Secretary; 09/2016; 0-4 hrs monthly, 0hrs during trading hours 5. Gaddis Premier Wealth Advisors. 202 W Main, Durant, OK 74701. Medicare sales through Advisors Excel. Provide Medicare supplemental recommendations. 8 hrs/mo; 8 during trading hrs. Investment related. 6. Patchwork Holdings, LLC. 811 Lakeshore Drive, Durant, OK 74701. Established for purposes of shared operational infrastructure, expense management and continuity planning among team members. Sole member. 40 hrs/mo; 40 during trading hrs. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-30 |
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