Charles D Burkes

Current Employers

Employment History

• 05/2015 → 06/2024
  Securities America Inc
  Oklahoma City, OK
• 05/2015 → 06/2024
  Securities America Advisors
  Oklahoma City, OK
• 01/2018 → Present
  Dbm Advisors, Llc
  Oklahoma City, OK
• 06/2024 → Present
  Osaic Wealth, Inc.
  Oklahoma City, OK
• 06/2024 → Present
  Osaic Wealth, Inc.
  Oklahoma City, OK

Previous Registrations

• 2015-05-21 → 2024-06-14
  Securities America Advisors, Inc.
  Oklahoma City, OK
• 2012-03-09 → 2015-05-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oklahoma City, OK
• 2009-04-13 → 2012-03-12
  Edward Jones
  Norman, OK
  Norman, OK
  St Louis, MO

Other Businesses

DBM WEALTH MANAGEMENT - DBA - INSURANCE SALES - INVESTMENT RELATED - START DTAE: 10/2013 - LOCATED AT 101 PARK AVE STE 400, OKLAHOMA CITY, OK 73102 - 5 HOURS SPENT DBM ADVISORS LLC POSITION: Chief compliance officer NATURE: DBM Advisors LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 07/02/2018 ADDRESS: 101 Park Ave, Suite 400, Oklahoma City OK 73102 DESCRIPTION: Independent investment advisory services DBM REAL ESTATE POSITION: Managing Partner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 08/15/2019 ADDRESS: 101 Park Ave, Suite 400, Oklahoma City OK 73102 DESCRIPTION: Buy Real Estate, improve and sale or rent. DBM WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: SECURITIES AMERICA ADVISORS - INVESTMENT ADVISORY - IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/21/2015 ADDRESS: 101 Park Ave, Suite 400, Oklahoma City OK 73102 DESCRIPTION: Advisory Business

Exams

• S66 Uniform Combined State Law Examination
  2009-03-13