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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 | 2005-07-08 |
| OK | RA | APPROVED | 2002-08-06 |
Branch Locations
1900 N W Expressway Suite 1450, Oklahoma City, OK 73118-1812 • United States
1900 Nw Expressway Suite 1450, Oklahoma City, OK 73118 • 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 |
|---|---|---|---|---|
| Leonard Investment Advisors, Inc. | Oklahoma City | OK | 08/2002 | Present |
| Jwp Investments Llc | Oklahoma City | OK | 01/2009 | Present |
| B.B. Graham & Co | Orange | CA | 12/2014 | 02/2017 |
(1)FACILITIES PERFORMANCE GROUP, 3901 GOVERNOR'S LAKE #450 NORCROSS GA 30071, SHAREHOLDER, 6.75% OWNER SINCE 02/1999, NOT INVEST REL, 0 HR/MO DURING AND NON-TRADING HOURS (2)LEONARD INVESTMENT ADVISORS INC., 1900 NW EXPWY #1450 OKC OK 73118, IA REPRESENTATIVE SINCE 08/2002, INVEST RELATED, 160 HR/MO DURING & NON-TRADING HOURS. (3)JWP INVESTMENTS LLC, 1900 NW EXPWY #725 OKC OK 73118, MANAGER SINCE 10/2002, 0 HR/MO DEVOTED TO BUS DURING & NON-TRADING HOURS. FAMILY INVESTMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-26 |
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