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4107 N Council Rd Building A2, Bethany, OK 73008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-07-08 |
| LA | RA | APPROVED | 2024-01-03 |
| TX | RA | APPROVED_RES | 2020-02-04 |
Branch Locations
4107 N Council Rd Building A2, Bethany, OK 73008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Perissos Private Wealth Management | Yukon | OK | 04/2015 | Present |
| Trac Advisor Group, Inc | Oklahoma City | OK | 12/2015 | Present |
(1) NAME OF OTHER BUSINESS: AUTHOR OF A BOOK TITLED "INVESTOR'S GUIDE TO PORTFOLIO STRATEGY DEVELOPMENT"; INVESTMENT RELATED: Y; 3030 NW Expressway Suite 200 #330 Oklahoma City, 73112; NATURE OF OTHER BUSINESS: AUTHOR; START DATE: JULY 2015; # OF HOURS/MONTH DEVOTED TO OTHER BUSINESS: O HOURS; NO TIME DEVOTED DURING TRADING HOURS: 0 HOURS (2) NAME OF OTHER BUSINESS: NEURORISK; INVESTMENT RELATED: Y; 3030 NW Expressway Suite 200 #330 Oklahoma City, 73112; NATURE OF OTHER BUSINESS: EMAIL SERVICE THAT SPECIALIZES IN EMAILING RISK TOLERANCE QUESTIONNAIRES TO CLIENTS; START DATE: APRIL 2018; # OF HOURS/MONTH DEVOTED TO OTHER BUSINESS: O HOURS; NO TIME DEVOTED DURING TRADING HOURS: 0 HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-04 |
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