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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-07 |
| OK | RA | APPROVED | 2025-02-06 |
Branch Locations
3940 W. Tecumseh Road Suite 100, Norman, OK 73072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smith Simmons, Pllc | Oklahoma City | OK | 08/2015 | 10/2016 |
| Elwell Wealth Management, Llc | Norman | OK | 04/2016 | 09/2019 |
| United Planners' Financial Services Of America A Limited Partner | Norman | OK | 02/2025 | Present |
| Sowell Management Services | Norman | OK | 03/2018 | 05/2019 |
| Raymond James Financial Services, Inc. | Norman | OK | 02/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Norman | OK | 01/2025 | Present |
| Partners In Planning Financial Services | Norman | OK | 05/2019 | 02/2025 |
| Shayne Lester, Cfp Sole Proprietorship | Norman | OK | 02/2025 | Present |
| Partners In Planning Financial Services | Norman | OK | 02/2025 | Present |
(1)Name of Business: Elwell and Spain, PLLC Address: 3940 W Tecumseh Rd Ste 100, Norman, OK, 73072-1858, United States Activity Type: Attorney Position/Title: Partner Investment Related: No Start Date: 11/01/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I practice law. (2)Name of Business: Partners in Planning Financial Services Address: 3940 W Tecumseh Rd Ste 100, Norman, OK, 73072-1858, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 02/06/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Partners in Planning Financial Services is a DBA name for Shayne Lester, CFP. We utilize this DBA as a marketing name for our financial services business. I am a paid employee of Shayne Lester, CFP and have reported this as a separate OBA. (3)Name of Business: Shayne Lester, CFP Sole Proprietorship Address: 3940 W Tecumseh Rd Ste 100, Norman, OK, 73072-1858, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/06/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a W2 employee of Shayne Lester, CFP. My job responsibilities include administrative duties, paraplanning, client account maintenance, etc...
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-06-06 |
| S65 | Uniform Investment Adviser Law Examination | 2018-03-17 |
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