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JP

John W. Pribyl

LEONARD INVESTMENT ADVISORS
Oklahoma City, OK 73118
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CRD#: 1254821
JP

Professional summary


John William Pribyl V, who also goes by John William Pribyl, Johnny Pribyl, is a registered financial advisor currently at LEONARD INVESTMENT ADVISORS INC. located in Oklahoma City, Oklahoma.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. John has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John William Pribyl | Johnny Pribyl

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1)FACILITIES PERFORMANCE GROUP, 3901 GOVERNOR'S LAKE #450 NORCROSS GA 30071, SHAREHOLDER, 6.75% OWNER SINCE 02/1999, NOT INVEST REL, 0 HR/MO DURING AND NON-TRADING HOURS (2)LEONARD INVESTMENT ADVISORS INC., 1900 NW EXPWY #1450 OKC OK 73118, IA REPRESENTATIVE SINCE 08/2002, INVEST RELATED, 160 HR/MO DURING & NON-TRADING HOURS. (3)JWP INVESTMENTS LLC, 1900 NW EXPWY #725 OKC OK 73118, MANAGER SINCE 10/2002, 0 HR/MO DEVOTED TO BUS DURING & NON-TRADING HOURS. FAMILY INVESTMENTS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John William Pribyl V's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 6, 2002 - Present

LEONARD INVESTMENT ADVISORS INC.

Office #1: 1900 Nw Expressway Suite 1450, Oklahoma City, OK 73118Office #2: 1900 N W Expressway Suite 1450, Oklahoma City, OK 73118-1812
RIA
CRD#: 116712
Oklahoma City, OK
Past

December 18, 2014 - February 22, 2017

B.B. GRAHAM & COMPANY, INC.

BD
CRD#: 41533
Oklahoma City, OK
Past

May 28, 2009 - February 8, 2011

JWP INVESTMENTS, LLC

RIA
CRD#: 149133
OKLAHOMA CITY, OK
Past

August 1, 2002 - December 22, 2014

LEONARD SECURITIES, INC

BD
CRD#: 43176
OKLAHOMA CITY, OK
Past

January 19, 2000 - August 6, 2002

PRUDENTIAL EQUITY GROUP, LLC

RIA
CRD#: 7471
OKLAHOMA CITY, OK
Past

January 10, 2000 - August 6, 2002

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

April 3, 1990 - January 18, 2000

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

January 3, 1989 - April 3, 1990

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

April 23, 1984 - January 6, 1989

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oklahoma
(8/6/2002)
IAR
Texas
(7/8/2005)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/23/1991
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LI
LEONARD INVESTMENT ADVISORS INC.
LEONARD INVESTMENT ADVISORS INC.

CRD#: 116712 / SEC#:

Arkansas
Registered Investment Advisory firm - (12/1/2015 Terminated)
New York
Registered Investment Advisory firm - (11/19/2003 Cancelled)
Oklahoma
Registered Investment Advisory firm - (5/1/2000 Approved)
Texas
Registered Investment Advisory firm - (6/30/2005 Conditional Restricted)
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Contact information


Main Address
1900 N W Expressway Suite 1450, Oklahoma City, OK 73118-1812
Mailing Address
Phone number
(405) 879-0166
Established
Firm type
Fiscal year end
# of Employees
7

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts106
AUM (Assets Under Management)$ 84,509,202

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LEONARD INVESTMENT ADVISORS INC.

CRD#: 116712Oklahoma City, OK 73118

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