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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-05-05 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
307 Se Frank Phillips Blvd, Bartlesville, OK 74003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Investment Corporation | Bartlesville | OK | 06/2013 | Present |
| Dominion Investor Services, Inc. | Horseshoe Bay | TX | 07/2018 | 06/2023 |
| First Investment Corporation | Bartlesville | OK | 07/2018 | Present |
| Calton & Associates, Inc. | Bartlesville | OK | 06/2023 | 05/2026 |
| Farther | Bartlesville | OK | 05/2026 | Present |
1) I AM CO-OWNER, WITH MY SPOUSE, OF A RESTAURANT AND FOOD TRUCK IN BARTLESVILLE, OKLAHOMA, SINCE 11/29/2014, I WORK 1 HOUR PER MONTH AFTER MARKET HOURS. I WORK ZERO HOURS DURING MARKET HOURS; 2) NON-INVESTMENT RELATED, I OPERATE A CONTRACT CLEANING COMPANY, START 01/01/2024, 15-20 HRS/MONTH, NONE DURING MARKET HOURS, I CLEAN THE FIRST INVESTMENT CORP OFFICE AFTER HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-22 |
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