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130 D Street Nw, Ardmore, OK 73401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2018-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allard Financial Llc | Rogers | AR | 04/2016 | 03/2017 |
| 1St Global Capital Corp | Rogers | AR | 09/2016 | 03/2017 |
| 1St Global Advisors, Inc. | Rogers | AR | 09/2016 | 03/2017 |
| Jbr Co. Financial Management Inc. | Ardmore | OK | 03/2017 | 04/2018 |
| Jbr Co. Financial Management Inc. Dba Fmi | Ardmore | OK | 04/2018 | 07/2021 |
| Jbr Co. Financial Management Inc. Dba Fmi | Ardmore | OK | 01/2024 | Present |
| Jbr Co. Financial Management Inc. Dba Fmi | Ardmore | OK | 07/2021 | 12/2023 |
Women Promoting Women, not investment related, non-profit organization, organizer, 11/2020, 10 hours a month, no compensation. Reality Check of Southern Oklahoma, not investment related, organizer 2019, approx. 5 hours a month. Independent Insurance agent Since 2020, approximately 10 hours / month, The Gloria Ainsworth Child Care Center and Learning Center, Board Member 2022, approx 5 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-28 |
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