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CRD 106080
OKLAHOMA CITY, OK
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ALKIRE, LAWRENCE, DONALD | SENIOR VICE PRESIDENT | Na | yes | 01/2010 | Mar 27, 2012 | Feb 27, 2015 |
| ALLEN, GREGORY, SCOTT | Director | Na | yes | 04/2009 | Mar 27, 2012 | Feb 27, 2015 |
| AMERICAN FIDELITY CORPORATION | Shareholder | E | yes | 11/1973 | Mar 27, 2012 | Feb 27, 2015 |
| BAGBY, ALEX, MICHAEL | SENIOR VICE PRESIDENT | Na | yes | 01/2006 | Mar 27, 2012 | Feb 27, 2015 |
| BENDHEIM, JOHN, MONROE | Director | Na | yes | 04/2009 | Mar 27, 2012 | Feb 27, 2015 |
| BOLDEN, TIMOTHY, H | CHIEF COMPLIANCE OFFICER | Na | yes | 06/2012 | Mar 17, 2014 | Feb 27, 2015 |
| BREARTON, DAVID, ROBERT | EXECUTIVE VICE PRESIDENT | Na | yes | 01/2007 | Mar 27, 2012 | Feb 27, 2015 |
| BYRNE, RONALD, JOSEPH | SENIOR VICE PRESIDENT | Na | yes | 01/2006 | Mar 27, 2012 | Feb 27, 2015 |
| CAMERON ASSOCIATES, INC. | SOLE GENERAL PARTNER | E | yes | 10/1999 | Mar 27, 2012 | Feb 27, 2015 |
| CAMERON ENTERPRISES A LIMITED PARTNERSHIP | Shareholder | E | yes | 12/1985 | Mar 27, 2012 | Feb 27, 2015 |
| CAMERON, LYNDA, LEE | VP/SHAREHOLDER | D | yes | 05/1980 | Mar 27, 2012 | Feb 27, 2015 |
| CAMERON, LYNDA, LEE | Director | D | yes | 01/1992 | Mar 27, 2012 | Feb 27, 2015 |
| CAMERON, WILLIAM, MARTYN | PRES/CEO/COB/SHAREHOLDER | D | yes | 05/1980 | Mar 27, 2012 | Feb 27, 2015 |
| CAMERON, WILLIAM, MARTYN | CH.BD/DIR/CEO | D | yes | 04/2006 | Mar 27, 2012 | Feb 27, 2015 |
| CARPENTER, DAVID, RAY | President | Na | yes | 01/2002 | Mar 27, 2012 | Feb 27, 2015 |
| DURRETT, WILLIAM, ELMER | SENIOR CHAIRMAN OF BOARD | Na | yes | 01/1998 | Mar 27, 2012 | Feb 27, 2015 |
| EITEL, CHARLES, ROY | Director | Na | yes | 08/2009 | Mar 27, 2012 | Feb 27, 2015 |
| ELAM, THEODORE, MARINUS | Director | Na | yes | 04/2000 | Mar 27, 2012 | Feb 27, 2015 |
| FISHER, KIMBERLY, ANNE | SENIOR VICE PRESIDENT | Na | yes | 01/2013 | Mar 17, 2014 | Feb 27, 2015 |
| FRITTS, LUCY, KATHRYN | SENIOR VICE PRESIDENT | Na | yes | 01/2007 | Mar 27, 2012 | Feb 27, 2015 |
| HAMPTON, TRACI, CELENE | SENIOR VICE PRESIDENT | Na | yes | 01/2012 | Mar 17, 2014 | Feb 27, 2015 |
| JOHNSON, KEITH, RAYMOND | SENIOR VICE PRESIDENT | Na | yes | 01/2004 | Mar 27, 2012 | Feb 27, 2015 |
| KENNEY, CHRISTOPHER, THOMAS | ASSISTANT SEC COMPLIANCE OFFICER | Na | yes | 01/2012 | Mar 27, 2012 | Feb 27, 2015 |
| LITCHENBURG, ALFRED, LYNN | EXECUTIVE VICE PRESIDENT | Na | yes | 01/2002 | Mar 27, 2012 | Feb 27, 2015 |
| MARSHALL, PAULA | Director | Na | yes | 07/1998 | Mar 27, 2012 | Feb 27, 2015 |
| MCDANIEL, TOMMIE, JOE | Director | Na | yes | 08/2011 | Mar 27, 2012 | Feb 27, 2015 |
| PRESCOTT, STEPHEN, MICHAEL | Director | Na | yes | 08/2010 | Mar 27, 2012 | Feb 27, 2015 |
| RICE, JEANETTE, MARIE | EXECUTIVE VICE PRESIDENT | Na | yes | 02/2000 | Mar 27, 2012 | Feb 27, 2015 |
| SUMMERLIN, RICKY, DALE | SENIOR VICE PRESIDENT | Na | yes | 01/2007 | Mar 27, 2012 | Feb 27, 2015 |
| TREDWAY, GARY, EUGENE | EXECUTIVE VICE PRESIDENT | Na | yes | 01/2002 | Mar 27, 2012 | Feb 27, 2015 |
| ROBINSON, DAVID, MICHAEL | CHIEF SEC COMPLIANCE OFFICER | Na | no | 01/2012 | Mar 14, 2013 | Feb 27, 2015 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| INVESTRUST CONSULTING, LLC | n/a | Independent wealth | $588M | N | yes | n/a |
| AMERICAN FIDELITY SECURITIES, INC. | n/a | n/a | n/a | Y | yes | n/a |
| FIRST FINANCIAL SECURITIES OF AMERICA, INC. | n/a | n/a | n/a | Y | yes | n/a |
| INVESTRUST, N.A. | n/a | n/a | n/a | N | yes | Ok |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2014 | Feb 27, 2015 | n/a | n/a | 1,500 | 0 | n/a | n/a | n/a |
| 2013 | Mar 17, 2014 | $210M | $210M | 1,500 | 25 | n/a | n/a | n/a |
| 2012 | Mar 14, 2013 | $170M | $170M | 1,500 | 25 | n/a | n/a | n/a |
| 2011 | Mar 27, 2012 | $157M | $157M | n/a | n/a | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2014 | n/a | $210M | n/a | $157M | n/a | 1,500 | 1,500 | n/a | n/a |