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629 W. Main Street Suite 10080, Oklahoma City, OK 73102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-05-16 |
Branch Locations
629 W. Main Street Suite 10080, Oklahoma City, OK 73102 • United States
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 |
|---|---|---|---|---|
| Stockton & Associates | Edmond | OK | 10/2014 | 07/2022 |
| The Baldwin Insurance Firm, Llc | Oklahoma City | OK | 07/2022 | Present |
| The Baldwin Firm, Pllc | Edmond | OK | 04/2022 | 12/2025 |
| Baldwin Financial, Llc (Crd#:324725) | Oklahoma City | OK | 02/2022 | Present |
| Brokers Financial (Crd#:139627) | Okc | OK | 08/2017 | 12/2022 |
| Brokers International Financial Services, Llc. (Crd#:139627) | Okc | OK | 08/2017 | 12/2022 |
| Wilbanks Securities Advisory (Crd# 118304) | Oklahoma City | OK | 10/2014 | 08/2017 |
| Wilbanks Securities Advisory (Crd#:118304) | Oklahoma City | OK | 01/2013 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-30 |
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