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Current Employers
Total Wealth Planning And Management, Inc.

Ponte Vedra, FL • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2021-10-12
TX RA APPROVED_RES 2021-10-12
  • OK RA
    APPROVED
    Since 2021-10-12
  • TX RA
    APPROVED_RES
    Since 2021-10-12

Branch Locations

Ponte Vedra, FL • United States

3030 Nw Expressway Suite 865, Oklahoma City, OK 73112 • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Hilltop Securities, Inc. Oklahoma City OK 07/2004 07/2021
Cabot Lodge Securities Llc Bew York NY 07/2021 10/2021
Vista Investment Partners Oklahoma City OK 07/2021 09/2021
Lt. Governor's Invitational Turkey Hunt Committee Oklahoma OK 02/1994 Present
Oklahoma Station Chapter Safari Club International Oklahoma City OK 07/1981 Present
Oklahoma Wildlife Management Association Chiccesha OK 03/1998 Present
Sky Dance Bridge Business Professionals Oklahoma City OK 01/2016 Present
The Park At Hidden Creek Home Owners Association Oklahoma City OK 01/2018 02/2024
Total Wealth Planning And Management, Inc. Oklahoma City OK 09/2021 Present
  • 07/2004 → 07/2021
    Oklahoma City, OK
  • 07/2021 → 10/2021
    Cabot Lodge Securities Llc
    Bew York, NY
  • 07/2021 → 09/2021
    Vista Investment Partners
    Oklahoma City, OK
  • 02/1994 → Present
    Lt. Governor's Invitational Turkey Hunt Committee
    Oklahoma, OK
  • 07/1981 → Present
    Oklahoma Station Chapter Safari Club International
    Oklahoma City, OK
  • 03/1998 → Present
    Oklahoma Wildlife Management Association
    Chiccesha, OK
  • 01/2016 → Present
    Sky Dance Bridge Business Professionals
    Oklahoma City, OK
  • 01/2018 → 02/2024
    The Park At Hidden Creek Home Owners Association
    Oklahoma City, OK
  • 09/2021 → Present
    Oklahoma City, OK
Previous Registrations
Other Businesses

1) Lt. Governor's Invitational Turkey Hunt Committee, not investment related, promotion of state attributes and business opportunities to businesses who are contemplating starting, expanding or relocating to the State of Oklahoma, Oklahoma City, OK, Committee Member, 2/1994, 2-6 hours per month, zero hours during trading hours, assist in planning of event activities, inviting corporate executives to attend event, soliciting funds to cover event expenses. 2) Oklahoma Station Chapter Safari Club International, not investment related, wildlife conservation, education of the public, humanitarian efforts, protection of hunter's rights, Oklahoma City, OK, Education Representative, Member of the Board of Directors, 7.1981, 2- 12 hours per month, 1-2 hours during trading hours, support all youth programs, help determine funding and charitable donations from fund raising activities primarily from the annual banquet and auction. 3) Oklahoma Wildlife Management Association, not investment related, promote legislation that is conductive to youth education, wildlife conservation and landowners rights, Norman, OK, First Vice President, 3/1998, 2- 4 hours per month, zero hours during trading hours, promote or advocate for legislation that benefits wildlife, landowner rights, education of youth or advocate against legislation that detracts from same and advise on business affairs. 4) Sky Dance Bridge Business Professionals, not investment related, business networking through LinkedIn, Owner, 1/2016, 8 hours per month, 2 hours per week during trading hours, provide and host networking events, recognize members anniversary dates, promotions, and achievements, communicate community activities, develop business relations.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-02
S63 Uniform Securities Agent State Law Examination 1980-12-23
  • S66 Uniform Combined State Law Examination
    2006-08-02
  • S63 Uniform Securities Agent State Law Examination
    1980-12-23
Other Names
  • Sam C Munhollon

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