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Edmond, OK • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2021-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Oklahoma City | OK | 03/2016 | Present |
| Mml Investors Services, Llc | Oklahoma City | OK | 03/2018 | 05/2019 |
| Magellan Federal | Oklahoma City | OK | 01/2020 | Present |
| Vox Financial Planning, Llc | Oklahoma City | OK | 02/2021 | Present |
Mr. Spencer is employed with Magellan Federal as a Financial Counselor for members of the National Guard where he provides education on finance but not personalized investment advice. He spends approximately half his time in this endeavor during normal trading hours. During tax season, Mr. Spencer assists another adviser preparing tax returns. This activity is only during tax season, as such Mr. Spencer does not spend a significant amount of time during normal trading hours in this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-29 |
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