Curtis Goddard is a registered investment advisor, based in Tulsa, OK, with 26 years of industry experience.
Location
2100 S Utica Ave, Suite 300, Tulsa, OK, 74114
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Curtis is an insurance agent/sales member agent with Superior Benefit Specialists, dedicating a few hours per week. He is also an agent for real estate sales/mortgage origination/mortgage broker. Curtis is an advisory representative of a registered investment advisor, spending full-time on this activity, and an owner of Utica Capital, spending twice full-time on this activity.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.