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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2020-06-20 |
Branch Locations
2720 Washington Drive #100, Norman, OK 73069 • United States
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hillcrest Country Club | Bartlesville | OK | 08/2015 | 04/2018 |
| Oklahoma Wesleyan University | Bartlesville | OK | 08/2015 | 05/2018 |
| Diversified Wealth Management | Norman | OK | 05/2018 | Present |
| Lpl Financial Llc | Norman | OK | 06/2017 | Present |
| Great Valley Advisor Group, Inc. | Norman | OK | 11/2018 | 11/2021 |
1. 11/1/2021 - Great Valley Advisor Group, Inc. - DBA: Diversified Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/01/2018 - 160 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-26 |
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