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101 N.E. 82Nd Street Suite 200, Oklahoma City, OK 73114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-01-12 |
Branch Locations
3030 Nw Expressway Suite 875, Oklahoma City, OK 73112 • United States
101 N.E. 82Nd Street Suite 200, Oklahoma City, OK 73114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Oklahoma City | OK | 01/2009 | 01/2026 |
| Nylife Securities Llc | Oklahoma City | OK | 01/2012 | 01/2026 |
| Private Client Services | Oklahoma City | OK | 05/2026 | Present |
| Sri Financial, Llc D.B.A. Jonnada Financial Group | Oklahoma City | OK | 10/2014 | 11/2018 |
| Eagle Strategies Llc | Oklahoma City | OK | 03/2018 | 01/2026 |
| Sri Financial, Llc D.B.A. Journey Financial Strategies | Oklahoma City | OK | 11/2018 | 01/2026 |
| Plan Group Financial | Oklahoma City | OK | 01/2026 | Present |
| Accountable | Oklahoma City | OK | 01/2026 | Present |
1) Plan Group Financial; investment-related; 101 NE 82nd Street, Suite 200, Oklahoma City, OK 73114; RIA; IAR; start date 01/2026; 160 hours per month; 160 hours per month during trading hours. 2) Sri Financial LLC; not investment-related; 5801 Ann Arbor Ave, Oklahoma City, OK 73122; personal LLC for administrative and tax purposes; owner/manager; start date 02/2013. 3) Bill Ding LLC; investment-related; 5801 Ann Arbor Ave, Oklahoma City, OK 73122; real estate LLC for personal real estate holdings; owner/manager; start date 01/2018. 4) Vandra Business LLC; investment-related; 1205 S Broadway, Edmond, OK 73034; real estate holdings partnership LLC; partner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-01 |
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