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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-12-19 |
| CA | RA | APPROVED | 2022-12-16 |
| KS | RA | APPROVED | 2022-12-16 |
| MO | RA | APPROVED | 2022-12-16 |
| OK | RA | APPROVED | 2022-12-16 |
| TX | RA | APPROVED | 2022-12-16 |
Branch Locations
5700 Nw 130Th Street Suite 2, Oklahoma City, OK 73142 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Financial | Oklahoma City | OK | 12/2009 | 12/2022 |
| Raymond James Financial Services Advisors, Inc. | Oklahoma City | OK | 12/2022 | Present |
(1)Name of Business: First Harvest Insurance OKC, LLC Address: 5700 NW 130th St Ste 2, Oklahoma City, OK, 73142, United States Activity Type: Non-variable Insurance Position/Title: Agent, Owner Investment Related: Yes Start Date: 12/10/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: high level running of the business (2)Name of Business: First Harvest Insurance, LLC Address: 5700 NW 130th St Ste 2, Oklahoma City, OK, 73142, United States Activity Type: Non-variable Insurance Position/Title: Agent, Owner Investment Related: Yes Start Date: 12/10/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Property and Casualty insurance sales (3)Name of Business: R Aldrich Insurance and Financial Services, LLC Address: 10912 NW 24th Ter, Yukon, OK, 73099, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 06/01/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Company to run payroll and business expenses through (4)Name of Business: True Harvest Wealth Management Address: 5700 NW 130th St Ste 2, Oklahoma City, OK, 73142, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/10/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Advisor/Partner (5)Name of Business: Vitric Properties, LLC Address: 10912 NW 24th Ter, Yukon, OK, 73099, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 10/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-01 |
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