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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2014-04-03 |
Branch Locations
5100 N Classen Boulevard, Oklahoma City, OK 73118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Fidelity Bank | Norman | OK | 11/2009 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 11/2013 | Present |
| Cetera Investment Advisers Llc | Norman | OK | 04/2013 | Present |
1.)FIRST FIDELITY BANK, PERSONAL BANKING REP,OPEN NEW BANK ACCOUNTS, SUBMIT LOAN APPLICATIONS, AND REFER BANK PRODUCTS/SERVICES, 35-40 HRS/WK. 2.)THIRD PARTY INSURANCE THROUGH MASSMUTUAL FINANCIAL GROUP. 6 HRS WK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-23 |
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