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2601 Nw Expressway #110W, Oklahoma City, OK 73112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-05-20 |
| LA | RA | APPROVED | 2019-07-25 |
| OK | RA | APPROVED | 2009-11-30 |
| TX | RA | APPROVED | 2009-11-30 |
Branch Locations
2601 Nw Expressway Suite 110W, Oklahoma City, OK 73112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carol Lyons Sole Proprietorship | Oklahoma City | OK | 11/2001 | Present |
| L&M Wealth Management And Retirement Solutions, Llc | Oklahoma City | OK | 11/2009 | Present |
1) CAROL E. LYONS CFP, INC.; OWNER AND OPERATOR AS OF 11/2001; OKLAHOMA CITY, OK; NON-INVESTMENT RELATED;LESS THAN 10% OF HER TIME IN ANY GIVEN MONTH. 2) LICENSED INSURANCE AGENT; INVESTMENT RELATED; OKLAHOMA CITY, OK; 10% OF TIME DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-12-03 |
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