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15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-17 |
| OK | RA | APPROVED | 2025-11-13 |
Branch Locations
103 N Armstrong Street Suite 208, Bixby, OK 74008 • United States
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suveto Buyer Llc | Tulsa | OK | 10/2020 | 10/2022 |
| Burkeen Clagg Bartel, Pllc | Tulsa | OK | 01/2011 | 12/2019 |
| Shawn Clagg, Cpa, Pc | Bixby | OK | 05/2010 | Present |
| Calico Veterinary Lending Llc | Tulsa | OK | 01/2020 | 10/2020 |
| Choc Wealth Management Llc | Bixby | OK | 05/2024 | Present |
| Rob Hance Management Pc | Bixby | OK | 10/2022 | Present |
| Advisor Resource Council Llc | Bixby | OK | 11/2025 | Present |
1.) Shawn Clagg, CPA, PC.; Investment Related; Bixby, OK; Accounting Firm; President/CPA; Start Date 05/2010 ; Approximately 48 hours/month with the majority of time during trading hours 2.) Rob Hance Management PC.; Non-Investment Related; Bixby, OK; Management/Accounting; CPA; Start Date 10/2022 ; Approximately 16 hours/month with the majority of time during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-03 |
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