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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-10-17 |
| OK | RA | APPROVED | 2016-09-02 |
Branch Locations
3817 Nw Expressway Suite 440, Oklahoma City, OK 73112 • United States
2 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Oklahoma City | OK | 08/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Oklahoma City | OK | 09/2016 | Present |
| Neeley Consulting Llc | Oklahoma City | OK | 09/2016 | Present |
(1)Name of Business: Larry Gordon Insurance Group Address: 3030 NW Expressway, Suite 1450, Oklahoma City, OK, 73112, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/01/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: The sale of Fixed index Life insurance products to my clients and prospects (2)Name of Business: Neeley Consulting LLC Address: 3030 NW Expressway Ste 1450, Oklahoma City, OK, 73112, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/01/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am the owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-21 |
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