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Current Employers
Strategic Financial Concepts, Llc

901 Ne Loop 410 Suite 100, San Antonio, TX 78209 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-16
OK RA APPROVED 2023-09-07
  • TX RA
    APPROVED_RES
    Since 2026-04-16
  • OK RA
    APPROVED
    Since 2023-09-07

Branch Locations

808 24Th Ave. Nw, Suite 202, Norman, OK 73069 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2023 → Present
    Lpl Financial Llc
    Norman, OK
  • 08/2019 → Present
    University Of Central Oklahoma
    Edmond, OK
  • 01/2016 → 01/2023
    B&H Construction
    Goldsby, OK
  • 06/2020 → 08/2022
    Goldsby Church
    Goldsby, OK
  • 06/2021 → 06/2022
    Physician's Liability Insurance Company
    Oklahoma City, OK
  • 01/2013 → 05/2019
    Washington Public Schools
    Washington, OK
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-28
  • S66 Uniform Combined State Law Examination
    2023-08-28
Other Names
  • Delaney Grace Beller

View on SEC IAPD

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