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2600 E. Memorial Road, Edmond, OK 73013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2016-07-15 |
| TX | RA | APPROVED | 2016-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stagner Financial Advisory | Edmond | OK | 10/2014 | Present |
| Stagner Financial Advisory Group, Llc | Edmond | OK | 07/2016 | Present |
| Private Client Services, Llc | Louisville | KY | 08/2016 | 02/2018 |
| Sole Proprietor Insurance Agent | Edmond | OK | 11/2017 | Present |
1) Sole Proprietor Insurance Agent; insurance sales and services; Edmond, OK; Investment related; Start 11/2017; 20% of time spent in this business activity. 2) Delpha Properties, LLC; owner/manager; listing and managing weekend rental of a lake house; Vian, OK; non-investment related; start 06/2018; 1% of time spent on this activity; 8 hours per month; 0 hours spent during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-16 |
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