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3404 Nw 135Th St, Oklahoma City, OK 73120-4009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-02 |
| OK | RA | APPROVED | 2021-02-26 |
Branch Locations
3404 Nw 135Th St, Oklahoma City, OK 73120-4009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Edmond | OK | 01/2013 | 11/2021 |
| Lpl Financial, Llc | Edmond | OK | 01/2013 | 11/2021 |
| Redstone Wealth Management, Llc | Oklahoma City | OK | 07/2017 | Present |
| Cantrell Group, Inc. | Edmond | OK | 01/2014 | Present |
| Employee Leasing Foundation, Inc. | Edmond | OK | 01/2019 | Present |
| Redstone Wealth Management, Llc | Oklahoma City | OK | 01/2021 | Present |
| Peak Brokerage Services, Llc | Jupiter | FL | 11/2021 | Present |
1) Name of Business: Cantrell Metro Properties LLC; Investment Related: No; Address of Business: Oklahoma City, OK; Nature of Business: Rental Property; Duties of Position: Property Manager; Title: Owner; State Date: 07/20211; Approx. # of hours per month spent on activity: 5; Approx. # of hours spent during trading hours: 0 2) Name of Business: Employee Leasing Foundation; Investment Related: No; Address of Business: Oklahoma City, OK; Nature of Business: Employee leasing; Duties of Position: Managing Member; Title: Owner; Start Date: 01/2019; Approx. # of hours per month spent on activity: 2; Approx. # of hours spent during trading hours: 0 3) Name of Business: Cantrell Group Inc; Investment Related: Yes; Address of Business: Oklahoma City, OK; Nature of Business: entity of primary business; Duties of Position: Manage the company; Title: President and CEO; Start Date: 01/2016; Approx. # of hours per month spent on activity: 40; Approx. # of hours spent during trading hours: All 4) Name of Business: Redstone Wealth Management; Investment Related: Yes; Address of Business: Oklahoma City, OK; Nature of Business: I-RIA; Duties of Position: IAR; Title: President and CEO; Start Date: 03/2018; Approx. # of hours spent per month on activity: 40 Approx. # of hours spent during trading hours: All 5) DBA - Redstone Wealth Management 6) Business Entity: Mass Mutual; Business Activity: Insurance Agent - Fixed products term, whole life; Address of Business: OKlahoma City; OK; Duties of Position: General Agent; Title: agent; Start Date: 03/2023; Approx. # of hours per month spent on activity: 5; Approx. # of hours spent during trading hours: .25 7) Name of Business: Peak Brokerage Services, LLC; Investment Related: Yes; Address of Business: Oklahoma City, OK; Nature of Business: Securities Broker-Dealer; Duties of Position: Registered Representative; Start Date: 11/2021; Approx # of hours spent per month on activity: 8 Approx. # of hours spent during trading hours: All 8) Name of Business: Israel Cantrell; Investment Related: Yes; Address of Business: Oklahoma City, OK; Nature of Business: Insurance Agent; Duties of Position: Insurance Sales; Start Date: 02/2022;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-02 |
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