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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-01-25 |
| OK | RA | APPROVED | 2009-03-04 |
Branch Locations
330 South Johnstone Avenue, Bartlesville, OK 74003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Bartlesville | OK | 12/2008 | Present |
| Raymond James Financial Services Advisors Inc. | Bartlesville | OK | 03/2009 | Present |
| Susan Dick Financial Services Llc | Bartlesville | OK | 08/2008 | 04/2023 |
| Susan Dick & Associates Cpa Pc | Bartlesville | OK | 08/2008 | Present |
| Fisd, Inc. | Bartlesville | OK | 05/2016 | 01/2020 |
(1)Name of Business: Address: 101 N Osage Ave, Bartlesville, OK, 74003, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Advisory Board Investment Related: Yes Start Date: 03/30/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will begin serving as the Treasurer of the Richard Kane YMCA of Bartlesville March 29, 2023 (2)Name of Business: Fourth and Johnstone Property LLC Address: 330 S Johnstone Ave, Bartlesville, OK, 74003, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/31/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage the office property of the branch. (3)Name of Business: HIllcrest Country Club Address: 1901 Price Rd, Bartlesville, OK, 74006, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 01/30/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a board member for a private country club. (4)Name of Business: Fourstone Wealth Management, LLC Address: 330 S Johnstone Ave, Bartlesville, OK, 74003-6616, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/17/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 81+ Description of duties: Branch Manager and Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-23 |
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