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2500 S. Broadway, Suite 230, Edmond, OK 73013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-01-22 |
Branch Locations
2500 S. Broadway, Suite 230, Edmond, OK 73013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Ins Co | Oklahoma City | OK | 06/2013 | 09/2016 |
| Principal Financial Group | Edmond | OK | 08/2012 | 09/2018 |
| Fisher Investments | Camas | WA | 09/2018 | 11/2025 |
| Rulicent Investments Llc | Oklahoma City | OK | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-11 |
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