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101 N.E. 82Nd Street Suite 200, Oklahoma City, OK 73114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-01 |
| NE | RA | APPROVED | 2023-01-26 |
| TX | RA | APPROVED_RES | 2023-01-26 |
Branch Locations
101 N.E. 82Nd Street Suite 200, Oklahoma City, OK 73114 • 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 |
|---|---|---|---|---|
| Oneamerica Securities | Edmond | OK | 02/2013 | 09/2016 |
| Signal Research Group Llc | Edmond | OK | 10/2016 | 02/2018 |
| James Billingsley, Sole Proprietor | Edmond | OK | 03/1989 | Present |
| Plan Group Financial, Inc. | Oklahoma City | OK | 03/2018 | Present |
| Billingsley Financial Group Dba | Oklahoma City | OK | 02/2003 | Present |
1.James Billingsley - Independent Insurance agent with Financial Independence Group (FMO), Simplicity Life EPG (FMO), Cornerstone Brokerage (FMO) - life insurance, annuities, health insurance. (90% of my time along with PlanGroup business) 2.OFG Properties - investment/rental properties. (3 hrs/quarter) 3.SCRATCH this one - Covenant Energy Mgt is no longer in business and does not have any holdings, assets, etc. It's an old closed partnership for several years now. (no time) 4.Oklahoma Christian University - I'm a board member of the student invest Fund and Business Advisory Council committee. (quarterly meetings 2 hrs each) 5.Quail Creek Golf and Country Club - Tennis Committee, and Club Committee (2 hrs/month)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-27 |
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