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101 N.E. 82Nd Street Suite 200, Oklahoma City, OK 73114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-08-05 |
| OK | RA | APPROVED | 2024-08-05 |
| TX | RA | APPROVED_RES | 2024-08-05 |
Branch Locations
6819 N. Shartel Avenue, Oklahoma City, OK 73116 • United States
101 N.E. 82Nd Street Suite 200, Oklahoma City, OK 73114 • United States
1601 N W Expressway 21St Floor, Oklahoma City, OK 73118-1426 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2022-06-23 |
Branch Locations
1601 Nw Expressway 21St Floor, Oklahoma City, OK 73118-1426 • UNITED STATES
1601 Nw Expressway 21St Floor, Oklahoma City, OK 73118-1426 • United States
1601 N W Expressway, Suite 2000, Oklahoma City, OK 73118 • United States
6819 North Shartel Avenue, Oklahoma City, OK 73116 • United States
1601 N W Expressway 21St Floor, Oklahoma City, OK 73118-1426 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| James Baker & Associates, A Limited Partnership | Oklahoma City | OK | 06/1992 | Present |
| Plan Group Financial | Oklahoma | OK | 06/2024 | Present |
RADIAN, LLC - INVESTMENT-RELATED:No; ADDRESS: 7317 N Western Ave, OKC, OK; NATURE OF BUSINESS:Medical spa; POSITION:Investor/50% owner/parent of proprietor; START DATE: 10/12/2015; HOURS/MONTH:20; TIME SPENT DURING MARKET HOURS:1 hour/week;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1982-11-23 |
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