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Current Employers
L & M Wealth Management And Retirement Solutions, Llc

2601 Nw Expressway #110W, Oklahoma City, OK 73112 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2022-05-23
LA RA APPROVED 2019-07-25
OK RA APPROVED 2009-12-02
TX RA APPROVED_RES 2009-11-30
  • KS RA
    APPROVED
    Since 2022-05-23
  • LA RA
    APPROVED
    Since 2019-07-25
  • OK RA
    APPROVED
    Since 2009-12-02
  • TX RA
    APPROVED_RES
    Since 2009-11-30

Branch Locations

2601 Nw Expressway Ste. 110W, Oklahoma City, OK 73112 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jaycee Melton Sole Proprietorship Oklahoma City OK 11/2001 Present
L & M Wealth Management And Retirement Solutions, Llc Oklahoma City OK 11/2009 Present
Previous Registrations
Other Businesses

(1) JCM, INC.; OWNER AND OPERATOR; START DATE: 11/2001; NON-INVESTMENT RELATED; LUTHER, OK; LESS THAN 10% OF HIS TIME IN ANY GIVEN MONTH. (2) LICENSED INSURANCE AGENT; INVESTMENT RELATED; OKLAHOMA CITY, OK; 10% OF TIME DURING TRADING HOURS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-12-29
  • S63 Uniform Securities Agent State Law Examination
    1987-12-29

View on SEC IAPD

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