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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-11 |
| OK | RA | APPROVED | 2025-02-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 07/2023 | Present |
| Jerry Kiefer (Cornerstone Planning Group) | Edmond | OK | 07/2023 | Present |
| Unemployed | Edmond | OK | 01/2023 | 07/2023 |
| Oklahoma State Business Student Success Center | Stillwater | OK | 01/2022 | 12/2022 |
| Oklahoma State University | Edmond | OK | 08/2019 | 12/2022 |
| Edmond Memorial High School | Edmond | OK | 08/2015 | 08/2019 |
1. JAK, LLC; 13905 Plantation Way, Edmond, OK 73013; Minority Owner; Start 04/09/2024; 0 hours. 2. JK4, LLC; 805 E. 33rd Street, Edmond, OK 73013; Minority Owner; Start 04/09/2024; 0 hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-10 |
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