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3030 Nw Expressway Suite 300, Oklahoma City, OK 73112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-17 |
| OK | RA | APPROVED | 2025-12-16 |
Branch Locations
3030 Nw Expressway Suite 300, Oklahoma City, OK 73112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 04/2022 | 03/2023 |
| Anderson Financial Llc | Oklahoma City | OK | 07/2021 | Present |
| Cypress Community Church | Denver | CO | 02/2016 | 08/2020 |
| Zeal Development Company | Edmond | OK | 08/2020 | 08/2021 |
| Self-Employed | Raleigh | NC | 08/2011 | 04/2020 |
| Foundations Investment Advisors, Llc | Edmond | OK | 03/2023 | 12/2025 |
| Flatlands Wealth Llc | Oklahoma City | OK | 08/2025 | Present |
| Flatlands Wealth Llc | Oklahoma City | OK | 12/2025 | Present |
| Cornerstone Capital Management | Edmond | OK | 07/2021 | 12/2025 |
Anderson Financial LLC; Investment Related; Oklahoma City, OK; Insurance; Insurance Agent; Start Date 07/2021; Retirement planning and the sale and service of insurance products (Accident & Health or Sickness, Life)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-19 |
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