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1900 N W Expressway Suite 1450, Oklahoma City, OK 73118-1812 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-04-05 |
| OK | RA | APPROVED | 2000-05-01 |
Branch Locations
1900 N W Expressway Suite 1450, Oklahoma City, OK 73118 • United States
1900 Nw Expressway Suite 1450, Oklahoma City, OK 73118 • United States
2 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leonard Agency, Inc. | Oklahoma City | OK | 01/1998 | 11/2019 |
| Leonard Investment Advisors, Inc. | Oklahoma City | OK | 01/1999 | Present |
| B.B Graham & Co | Orange | CA | 12/2014 | Present |
(1)LEONARD AGENCY INC, 1900 NW EXPWY STE 1450 OKC OK 73118, INSURANCE AGENCY, INVEST REL, shareholder, EFFECTIVE 01/98, 10 HR/MO DURING TRADING HOURS & 5 HR/MO NON-TRADING HOURS (2)LEONARD INVESTMENTS ADVISORS, INC., REGISTERED INVESTMENT ADVISORS, 1900 NW EXPWY STE 1450 OKC OK 73118, PRESIDENT AND IA REPRESENTATIVE EFFECTIVE 02/99, INVEST REL, 40 HR/MO DURING TRADING HOURS & 20 HR/MO DURING NON-TRADING HOURS. (3)ROBERT L SAVAGE INC., 1900 NW EXPWY STE 1450 OKC OK 73118, PRES 03/92, NON-INVEST RELATED, FAMILY INVESTMENTS, 10 HR/MO DURING AND OFFTRADING HOURS (4)SKYLINE ENTERPRISES LLC, 304 NW 154TH ST. EDMOND OK 73013, MANAGER, MEMBER SINCE 1980, OIL & GAS, NON INVEST REL, 0 HR/MO DURING TRADING HRS & 1 HR/MO DURING NON-TRADING HRS (5)THE RESERVE PETROLEUM CO, 6801 N BROADWAY #300 OKC OK 73116, OIL & GAS, DIRECTOR SINCE 1975, NON INVEST REL. 0 HR/MO DURING TRADING HOURS AND 1 HOUR DURING NON-TRADING HOURS. RECEIVE DIRECTOR FEES TOTALING $4,500/YEAR. (6)LEONARD SAVAGE TR DTD 12/1992, TTEE EFF 12/92, 8326 GLENWOOD AVE., OKC, OK 73114 C/O HERITAGE TRUST CO., INVEST RELATED, 2 HR/MO DURING AND OFF TRADE HOURS (7)PHOEBE L SAVAGE TR DTD 03/1993, TTEE EFF 03/93, 8326 GLENWOOD AVE., OKC, OK 73114 C/O HERITAGE TRUST CO, INVEST RELATED, 2 HR/MO DURING AND OFF TRADE HOURS. (8) ROBERT L SAVAGE TRUST DTD 03/04/2010, TRUSTEE, 1900 NW EXPWY, STE#1450, OKC, OK 73118, NON-INVESTMENT RELATED, 10 HR/MO DURING AND OFF TRADE HOURS. (9). RLS-KTS, LLC, MANAGING MEMBER, 8326 GLENWOOD AVE., OKLAHOMA CITY, OK 73114, SMALL FAMILY BUSINESS, NON-INVESTMENT RELATED, START DATE 2/1/2013, 30 MINUTES PER MONTH, ON AND OFF TRADING HOURS. 10). RAINSHADOW, LLC, MANAGING MEMBER, 8326 GLENWOOD AVE., OKLAHOMA CITY, OK 73114, SMALL FAMILY BUSINESS, NON-INVESTMENT RELATED, START DATE 2/1/2013, 1 HOUR PER MONTH ON AND OFF TRADING HOURS. 11. REGISTERED REPRESENTATIVE WITH B.B. GRAHAM, START DATE DECEMBER 2014, APPROXIMATELY 20 HOURS PER WEEK. 12. Oklahoma Capital Advisors, LLC. DBA branch office of BB Graham and Co., Investment related, 50% owner, 1900 NW EXPRESSWAY, STE 1450; OKLAHOMA CITY, OK 73118. 13. HALSELL PETROLEUM LLC, MANAGING MEMBER, OKLAHOMA CITY OK, FAMILY OIL, GAS ASSETS AND MINERALS LEASES, 1 HOUR PER MONTH ON AND OFF TRADING HOURS. 14. PAXTON PETROLEUM LLC, MANAGING MEMBER, OKLAHOMA CITY OK, FAMILY OIL, GAS ASSETS AND MINERALS LEASES, 1 HOUR PER MONTH ON AND OFF TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1980-01-22 |
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