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3002 Turner St, Ponca City, OK 74604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schwabe & Associates Cpas Pllc | Ponca City | OK | 07/2011 | Present |
| C. Victor Coates Cpas | Ponca City | OK | 01/2018 | Present |
| Coates & Schwabe Cpas Pllc | Ponca City | OK | 07/2011 | 01/2017 |
| Ccr Investment Advisers Llc | Ponca City | OK | 07/2018 | Present |
EMPLOYED AS FULL TIME OFFICE MANAGER OF SCHWABE AND ASSOCIATES CPAS PLLC, AN ACCOUNTING FIRM, SINCE 7/2011. THIS IS A NON-INVESTMENT RELATED BUSINESS. THE ADDRESS OF SCHWABE AND ASSOCIATES CPAS PLLC IS 1223 E. HIGHLAND, STE. 314 IN PONCA CITY, OK 74601.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-16 |
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