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Kelly Lopez Atkinson
CRD#: 3020793
IA
B
EDWARD JONESCRD#: 250 543 E STATE HIGHWAY 152
SUITE 103
MUSTANG, OK 73064
SUITE 103
MUSTANG, OK 73064
0
Disclosures
15
Years of Experience
View By:
State Registrations
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Arkansas 1/5/2023
B
Louisiana 10/11/2024
B
California 12/14/2022
B
New Mexico 1/5/2023
B
Colorado 1/5/2023
B
North Carolina 1/5/2023
B
Connecticut 1/5/2023
B
Oklahoma 9/26/2022
B
Florida 1/5/2023
IA
Oklahoma 9/28/2022
B
Hawaii 11/2/2023
B
Texas 1/5/2023
B
Illinois 1/5/2023
IA
Texas 1/6/2023
B
Iowa 11/10/2023
B
Virginia 1/3/2025
B
Kansas 10/24/2023
B
Washington 1/5/2023
SRO Registrations
B
B
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IA
Registered with this firm since 9/28/2022
B
Registered with this firm since 9/4/2022
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 06/05/2013 - 05/20/2015 | OKLAHOMA CITY, OK | |
B | 06/05/2013 - 05/20/2015 | OKLAHOMA CITY, OK | |
IA | 06/22/2011 - 06/25/2012 | OKLAHOMA CITY, OK | |
B | 07/06/2011 - 06/25/2012 | OKLAHOMA CITY, OK | |
IA | 10/14/2008 - 07/08/2009 | LITTLE ROCK, AR | |
B | 10/14/2008 - 07/08/2009 | LITTLE ROCK, AR | |
IA | 02/20/2007 - 10/15/2008 | MOORE, OK | |
B | 02/27/2007 - 10/15/2008 | MOORE, OK | |
IA | 02/03/2006 - 04/06/2006 | EDMOND, OK | |
B | 02/01/2006 - 04/06/2006 | EDMOND, OK | |
IA | 09/21/2005 - 01/10/2006 | NORMAN, OK | |
B | 09/19/2005 - 01/10/2006 | NORMAN, OK | |
IA | 09/13/2004 - 09/20/2005 | OKLAHOMA CITY, OK | |
B | 05/12/2004 - 09/20/2005 | NEW YORK, NY | |
B | 03/24/1998 - 04/27/2004 | CHICAGO, IL |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.