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901 Ne Loop 410 Suite 100, San Antonio, TX 78209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-16 |
| OK | RA | APPROVED | 2023-09-07 |
Branch Locations
808 24Th Ave. Nw, Suite 202, Norman, OK 73069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Norman | OK | 01/2023 | Present |
| University Of Central Oklahoma | Edmond | OK | 08/2019 | Present |
| B&H Construction | Goldsby | OK | 01/2016 | 01/2023 |
| Goldsby Church | Goldsby | OK | 06/2020 | 08/2022 |
| Physician's Liability Insurance Company | Oklahoma City | OK | 06/2021 | 06/2022 |
| Washington Public Schools | Washington | OK | 01/2013 | 05/2019 |
1) 05/2023 - NFA WeaIth Management - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 2) 09/22/2023 - National Financial Alliance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance Agent - Start Date 09/07/2023 - 20 Hours Per Month 20 Hours During Trading 3) 09/13/2023 - Strategic Financial Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 04/25/2023 - 160 Hours Per Month 40 Hours During Trading 4) 09/13/2023 - Strategic Financial Concepts, LLC - Investment Related - 901 NE Loop 410 Ste 100 - Registered Investment Advisor Hybrid - Start Date 04/25/2023 - 160 Hours Per Month 40 Hours During Trading I provide investment advisory services through Strategic Financial Concepts, LLC, an independent investment advisor firm. I started this business activity in 04/2023]. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 12/05/2024 - 2B LLC - Other - Business Owner - Non-inv. Related - Washington, OK - Owner - Start Date 01/01/2021 - 0hrs/month 6) 01/23/2026 - Delaney McCoy Financial Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-28 |
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