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Edmond, OK • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-22 |
| TX | RA | APPROVED_RES | 2023-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Howard University | Edmond | OK | 09/2019 | 06/2022 |
| Devon Energy Corp | Oklahoma City | OK | 06/2005 | 09/2019 |
| Impact Community Church, Inc. | Oklahoma City | OK | 06/2019 | Present |
| Falcon Financial Of Oklahoma, Llc | Edmond | OK | 06/2021 | 09/2022 |
| Falcon Financial Of Oklahoma, Llc | Edmond | OK | 09/2022 | 12/2023 |
| Triunity Financial Planning, Llc | Edmond | OK | 06/2023 | Present |
| Impact Community Church, Inc. | Oklahoma City | OK | 02/2025 | Present |
| Rtcj Properties, Llc | Edmond | OK | 06/2024 | Present |
(1) Name: RTCJ Properties, LLC. Investment-Related: No. Address: Edmond, OK. Nature: Rental Income Properties. Position: Managing Member. Start Date: 6/2024. Approximate Hours/Month: 4-6. Approximate Hours/Month During Securities Trading Hours: 2-4. Duties: Provide management and maintenance of rental income properties. (2) Name: IMPACT Community Church, Inc. Investment-Related: No. Address: Oklahoma City, OK. Nature: Religious Organization. Position: Bookkeeper. Start Date: 2/2025. Approximate Hours/Month: 10-20. Approximate Hours/Month During Securities Trading Hours: 5-10. Duties: Provide bookkeeping and financial reporting services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-15 |
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