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111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2022-03-08 |
Branch Locations
13100 N. Macarthur Blvd., Oklahoma City, OK 73142 • United States
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
5 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Choice Leasing | Oklahoma City | OK | 01/2001 | Present |
| Robert L Taylor Independent Insurance Agent | Oklahoma City | OK | 08/1985 | Present |
| Voya Financial Advisors | Oklahoma City | OK | 09/2014 | 09/2017 |
| International Assets Investment Management, Llc | Oklahoma City | OK | 11/2017 | Present |
1) CHOICE FINANCIAL SERVICES, INC. D/B/A CHOICE WEALTH PARTNERS 13100 N. MACARTHUR BLVD, OKC, OK 73142 - PRIVATE LABEL ENTITY FOR SECURITIES BUSINESS - PRESIDENT SINCE 10/2017 - APPROX 200 HRS/MO - FEES 2) SOCIETY OF FINANCIAL AWARENESS (SOFA)3655 RUFFIN ROAD, SUITE 230, SAN DIEGO, CA 92123 - PROVIDING FREE FINANCIAL LITERACY SEMINARS FOR EMPLOYEES AND THE PUBLIC - INSTRUCTOR SINCE 11/22 - NO COMPENSATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-28 |
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