Philip Donald Mock

Employer firm

Cathedral Square Capital CRD 319149

$86.8M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 07/2020
  Trust Company Of Oklahoma
  Tulsa, OK
• 07/2022 → Present
  1522 Financial, Llc
  Tulsa, OK
• 07/2020 → 06/2022
  Trust Company Of Oklahoma
  Tulsa, OK

Previous Registrations

• 2013-05-21 → 2016-08-04
  Mariner Wealth Advisors
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-05-20

Designations

• Certified Financial Planner
• Chartered Financial Analyst