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1431 South Western Road, Stillwater, OK 74074 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-03-11 |
| LA | RA | APPROVED | 2022-06-14 |
Branch Locations
1431 South Western Road, Stillwater, OK 74074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance | Stillwater | OK | 07/2015 | 09/2017 |
| Ward Wealth Management Services | Stillwater | OK | 10/2017 | 08/2018 |
| Farmers Financial Solutions | Stillwater | OK | 10/2016 | 09/2017 |
| Aquire Wealth Advisors, Llc Dba Dentist Advisors | South Jordan | UT | 09/2018 | 07/2021 |
| Bivin & Associates, Inc. | Ponca City | OK | 08/2021 | 02/2022 |
| Stillwater Financial Services | Stillwater | OK | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-01 |
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