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1616 E. 19Th St. Suite 403, Edmond, OK 73013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-12 |
| TX | RA | APPROVED | 2023-11-30 |
| OK | RA | APPROVED | 2023-11-27 |
Branch Locations
1616 E. 19Th St. Suite 403, Edmond, OK 73013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Conkin Financial Group Ii, Inc. | Edmond | OK | 02/2004 | 02/2017 |
| Voya Financial Advisors | Edmond | OK | 01/2011 | 10/2017 |
| Conkin Financial Group, Inc. | Edmond | OK | 03/2011 | Present |
| Woodbury Financial Services Inc | Edmond | OK | 10/2017 | 11/2023 |
| Conkin Financial Group | Edmond | OK | 11/2023 | Present |
THE CONKIN BUSINESS TRUST; Investment-Related; 1616 E. 19th Street, Suite 403, Edmond, Oklahoma 73013; A business trust established for estate planning and ownership continuity; Grantor & Trustee; April 2, 2026; 1 hour per month; 0 hours per month during trading hours; Administrative duties related to serving as trustee of a the trust that holds legal title to the ownership interest of Conkin Financial Group. It does not involve the day-to-day management or investment advisory activities of CFG, which are performed in my separate capacity as an IAR and CCO of the firm.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-01-19 |
| S65 | Uniform Investment Adviser Law Examination | 1999-11-23 |
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