Richard John Porter

Current Employers

Employment History

• 06/1971 → Present
  Mutual Of New York
  Oklahoma City, OK
• 05/1999 → 11/2018
  John Hancock Mutual Life Ins. Co.
  Boston, MA
• 05/1999 → 11/2018
  Signator Investors, Inc.
  Boston, MA
• 11/2018 → 08/2020
  Royal Alliance Associates, Inc.
  Oklahoma City, OK
• 08/2020 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2020 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2018-11-02 → 2020-09-02
  Osaic Wealth, Inc.
  Oklahoma City, OK
• 2000-01-11 → 2018-11-02
  Signator Investors, Inc.
  Oklahoma City, OK
  Oklahoma City, OK

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 08/20202, AS ADVISORY REP OF A RIA. INV REL, 80 HR/MO 80 HR/MO TRADING 2) DIVERSIFIED INSURANCE BROKERAGE ALLIANCE, NORMAN OK 73072, 09/2022, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 30 HR/MO 10 HR/MO TRADING 3) MILLENIUM FINANCIAL, 700 CEDAR LAKE BLVD OKLAHOMA CITY OK, 01/2000, REAL ESTATE OWNER, SHAREHOLDER, NIR, 1 HR/MO 0 HR/MO TRADING 4) INSURANCE AND FINANCIAL ADVISORS PAC, 700 CEDAR LAKE BLVD OKLAHOMA CITY OK, PROFESSIONAL ASSOC POLITICAL ACTION COMMITTEE, 09/2010, NIR, 5 HR/MO 3 HR/MO TRADING 5) NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS, 2901 TELESTAR CT FALLS CHURCH VA, NATIONAL CHAIRMAN OF POLITICAL ACTION COMMITTEE, 01/2021, NIR, 10 HR/MO 5 HR/MO TRADING 6) JUNIOR ACHIEVEMENT, 700 CEDAR LAKE BLVD OKLAHOMA CITY OK, VOLUNTEER, 02/2007, NIR, 1 HR/MO 1 HR/MO TRADING 7) ADAPTATION FINANCIAL ADVISORS, 700 CEDAR LAKE BLVD OKLAHOMA CITY OK, 08/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 20 HR/MO 15 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-24
• S63 Uniform Securities Agent State Law Examination
  1987-06-29