Courtney Lynn Hoffman

Current Employers

Employment History

• 05/2004 → 01/2018
  Wetsco, Inc.
  Tulsa, OK
• 11/2011 → Present
  Dyman, Llc
  Tulsa, OK
• 01/2016 → 01/2018
  Md Medtech Llc
  Tulsa, OK
• 02/2018 → 09/2023
  Raymond James & Associates, Inc.
  Tulsa, OK
• 09/2023 → Present
  Everpar Advisors Llc
  Tulsa, OK
• 09/2017 → Present
  Cinco Holdings, Llc
  Bixby, OK

Previous Registrations

• 2018-05-01 → 2023-09-07
  Raymond James & Associates, Inc.
  Tulsa, OK

Other Businesses

(1) Name of Business: Cinco Holdings, LLC Address: 7007 E 117th St S, Bixby, OK, 74008, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 01/01/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Chief Financial Officer (2) Name of Business: Dyman, LLC Address: 7007 E 117th St S, Bixby, OK, 74008, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Other Investment Related: No Start Date: 11/01/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Chief Financial Officer (3) Licensed Insurance Agent; Not Investment-Related; 2431 E 61st Street, Suite 825 Tulsa, OK, 74136; Insurance Sales; Implementations of insurance recommendations.

Exams

• S66 Uniform Combined State Law Examination
  2018-04-27

Designations

Other Names

• Courtney Lynn Wulf