Best Investors Account Sign in
Inactive

Chad Allen Rudy

Retirement Investment Advisors Inc

Oklahoma City, OK

Frisco, TX

Claim This Profile
Current Employers
Retirement Investment Advisors Inc

2925 United Founders Blvd, Oklahoma City, OK 73112 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2010-01-12
OK RA APPROVED 2009-11-05
  • TX RA
    APPROVED
    Since 2010-01-12
  • OK RA
    APPROVED
    Since 2009-11-05

Branch Locations

2925 United Founders Blvd, Oklahoma City, OK 73112 • United States

9300 John Hickman Pkwy Suite 504, Frisco, TX 75035 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Retirement Investment Advisors, Inc. Oklahoma City OK 11/2009 Present
Cr Systems Inc Frisco TX 01/2002 10/2019
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-01-16
S65 Uniform Investment Adviser Law Examination 2008-12-16
  • S63 Uniform Securities Agent State Law Examination
    2009-01-16
  • S65 Uniform Investment Adviser Law Examination
    2008-12-16
Designations

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HILLTOP SECURITIES INC.
LPL FINANCIAL LLC
UBS FINANCIAL SERVICES INC.
EQUITABLE ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FOURPATH CAPITAL MANAGEMENT, LLC
G. DEWAYNE MCANALLY

Other Investors

Matthew Kyle Sanders
Scott Morrison Mullins
Bridgette Nicole Hundon
Peyton j Henry
ROBERT COLLINS RYLAND
DAWN M MASLAR
CARRIE K NICHOLS
Brandy M Webster

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OKLAHOMA CITY, OK
HILLTOP SECURITIES INC. · OKLAHOMA CITY, OK
LPL FINANCIAL LLC · OKLAHOMA CITY, OK
UBS FINANCIAL SERVICES INC. · OKLAHOMA CITY, OK
EQUITABLE ADVISORS, LLC · OKLAHOMA CITY, OK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Oklahoma City, OK
UBS FINANCIAL SERVICES INC. · Oklahoma City, OK
LPL FINANCIAL LLC · Oklahoma City, OK

More in Oklahoma City, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor