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121 Ne 50Th Street, Oklahoma City, OK 73105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-08-27 |
| TX | RA | APPROVED_RES | 2017-05-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Wfg Investments Inc | Oklahoma City | OK | 05/2009 | 05/2017 |
| Wfg Advisors, Lp | Oklahoma City | OK | 05/2009 | 05/2017 |
| Oak Hills Securities,Inc. | Oklahoma City | OK | 05/2017 | Present |
(1) Life & Health Insurance sales: non-investment related, 121 NE 50th Street, Oklahoma City, OK, 73105, Life and Health Insurance business, Insurance Sales Agent, started 07/2016, 1 hour/month, 0 hour per week during trading hours; (2) Renovation Solutions Group, LLC: non-investment related, 5300 West Memorial Road, Ste 22Q, Oklahoma City, OK 73142, construction/remodeling business, remodeling contractor, started 04/2019, 6-10 hours per week, 0 hour during trading hours; (3) Merit Advisors, Inc.: investment related, 121 NE 50th Street, Oklahoma City, OK, 73105, Registered Investment Advisor, Investment Advisor Representative, 5/2017 start date, 40 hours/month, 7 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1985-04-10 |
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