Whitney S. Blocker

ARGENT RETIREMENT PLAN ADVISORS

OKLAHOMA CITY, OK 73102

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CRD#: 6776293

Professional summary

Whitney Shane Blocker, who also goes by Whitney Shane Jones, Whitney Jones, Whitney Shane Pebsworth, Whitney Shane Whitekiller, is a registered financial advisor currently at ARGENT RETIREMENT PLAN ADVISORS, LLC located in Oklahoma City, Oklahoma.

Whitney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Whitney has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Whitney Shane Jones | Whitney Jones | Whitney Shane Pebsworth | Whitney Shane Whitekiller

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.

Independent Insurance Agent; not investment-related; started 02/2016; approximately 2 hours per month, all during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Whitney Shane Blocker'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

September 12, 2025 - Present

ARGENT RETIREMENT PLAN ADVISORS, LLC

Office #1: 621 N Robinson Ste 100, Oklahoma City, OK 73102Office #2: 4506 S Harvard Ave, Tulsa, OK 74135

RIA

CRD#: 165031

OKLAHOMA CITY, OK

Past

July 1, 2024 - September 11, 2025

RELATION WEALTH MANAGEMENT, INC.

RIA

CRD#: 329961

TULSA, OK

Past

March 11, 2022 - July 1, 2024

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Tulsa, OK

Past

June 20, 2019 - July 1, 2024

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

TULSA, OK

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ARGENT RETIREMENT PLAN ADVISORS, LLC

CRD#: 165031 / SEC#: 801-78568

RIA

Registered Investment Advisory firm - (9/20/2013 Approved)

Oklahoma

Registered Investment Advisory firm - (9/23/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(9/12/2025)

IAR

Texas
(9/12/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/21/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/20/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/7/2019

Securities Industry Essentials Examination

Current Firm

ARGENT RETIREMENT PLAN ADVISORS, LLC

CRD#: 165031 / SEC#: 801-78568

RIA

Registered Investment Advisory firm - (9/20/2013 Approved)

Oklahoma

Registered Investment Advisory firm - (9/23/2013 Terminated)

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Contact information

Main Address

201 St. Charles Ave. Suite 2420, New Orleans, LA 70170

Mailing Address

Phone number

(381) 251-5800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

PART 2 DISCLOSURE BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts	49
AUM (Assets Under Management)	$ 651,910,127

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.

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Whitney S. Blocker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Whitney Shane Blocker's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARGENT RETIREMENT PLAN ADVISORS, LLC

RELATION WEALTH MANAGEMENT, INC.

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

ARGENT RETIREMENT PLAN ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/21/2021

Series 7TO

Date: 6/20/2019

SIE

Date: 3/7/2019

Current Firm

ARGENT RETIREMENT PLAN ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARGENT RETIREMENT PLAN ADVISORS, LLC

TRUST BUT VERIFY

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