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565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2022-11-10 |
Branch Locations
565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States
300 West Memorial Road, Suite 212, Oklahoma City, OK 73120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset Services Company | Oklahoma City | OK | 01/2013 | 12/2018 |
| Argent Retirement Plan Advisors, Llc | Oklahoma City | OK | 01/2019 | 11/2022 |
| Investrust | Oklahoma City | OK | 02/2014 | 12/2018 |
| Investrust | Oklahoma City | OK | 01/2016 | 12/2018 |
| Argent Trust Company | Oklahoma City | OK | 04/2022 | 11/2022 |
| Alliant Retirement Services, Llc | Oklahoma City | OK | 11/2022 | Present |
1. ALLIANT INSURANCE SERVICES, CORP., INVESTMENT RELATED, SAME LOCATION AS REGISTERED LOCATION, FIXED INSURANCE, SALES SVP EMPLOYEE BENEFITS, JULY 7TH 2022, APPROX. NO. HOURS VARIES DURING TRADING HOURS AND AFTER BUT GENERALLY PART OF A 40-HOUR WORK WEEK., EMPLOYEE BENEFIT PLAN REFERRALS AND TEAM BUILDING 2. RBR RENTALS, LLC, INVESTMENT-RELATED; BUYING HOUSES FOR RENT; OWNER;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-07 |
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