Best Investors Account Sign in
Current Employers
Access Advisory Group Llc

6440 Avondale Dr. Suite 210, Oklahoma City, OK 73116 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2012-12-11
OK RA APPROVED 2009-02-02
  • TX RA
    APPROVED_RES
    Since 2012-12-11
  • OK RA
    APPROVED
    Since 2009-02-02

Branch Locations

6440 Avondale Dr. Suite 210, Oklahoma City, OK 73116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mutual Benefit Life Oklahoma City OK 10/1985 Present
Access Investments, Inc. Oklahoma City OK 01/1997 Present
Access Advisory Group Llc Oklahoma City OK 12/2008 Present
  • 10/1985 → Present
    Mutual Benefit Life
    Oklahoma City, OK
  • 01/1997 → Present
    Access Investments, Inc.
    Oklahoma City, OK
  • 12/2008 → Present
    Oklahoma City, OK
Previous Registrations
Other Businesses

ACCESS ADVISORY GROUP L.L.C. 6440 AVONDALE DR, SUITE 210 OKC, OK 73116 INVESTMENT ADVISORY FIRM SINCE 01/01/2009 100% OWNER/PRESIDENT 160 HOURS PER MONTH 7 HOURS PER DAY LICENSED INSURANCE AGENT/LIFE AND HEALTH SINCE 1985/100% OWNER/PRESIDENT 3 HOURS A DAY

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-08-05
  • S63 Uniform Securities Agent State Law Examination
    1986-08-05
Designations
Other Names
  • Jim Oplotnik
  • James Joseph Oplotnick

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Oklahoma City, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor