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WD

Weston D. Depriest

CHAPPELWOOD FINANCIAL SERVICES
Edmond, OK 73013
Some features on this profile are disabled
CRD#: 7004149
WD

Professional summary

Weston Don Depriest is a registered financial advisor currently at CHAPPELWOOD FINANCIAL SERVICES located in Edmond, Oklahoma.

Weston is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Weston has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) Rental Properties Investment Related. Owner 12/2018 5 Non-inv/0 Inv. Owner of rental property. 2) US Hydroseeding and Environmental, LLC. Non-inv. Owner. 7/2022 40 inv/10 non-inv. Erosion control and vegetation establishment services for construction, oil, and gas.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Weston Don Depriest'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

July 20, 2025 - Present

CHAPPELWOOD FINANCIAL SERVICES

Office #1: Financial District Of Oklahoma 1725 E 15th Street, Edmond, OK 73013
RIA
CRD#: 134318
Edmond, OK
Past

May 29, 2025 - July 8, 2025

MWA FINANCIAL SERVICES INC.

RIA
CRD#: 112630
Edmond, OK
Past

September 27, 2024 - July 8, 2025

MWA FINANCIAL SERVICES INC.

BD
CRD#: 112630
Edmond, OK
Past

October 17, 2019 - September 29, 2022

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
Chickasha, OK

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
(7/20/2025)
IAR
Texas
(7/20/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/2/2025
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/21/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/24/2025
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 10/17/2019
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/12/2019
Securities Industry Essentials Examination

Current Firm

CF
CHAPPELWOOD FINANCIAL SERVICES
CHAPPELWOOD FINANCIAL SERVICES | CHAPPELWOOD INVESTMENT CORPORATION | CHAPPELWOOD FINANCIAL SERVICES CORP.

CRD#: 134318 / SEC#:

Oklahoma
Registered Investment Advisory firm - (3/4/2005 Approved)
Texas
Registered Investment Advisory firm - (6/12/2019 Approved)
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Contact information

Main Address
Financial District Of Oklahoma 1725 E 15th Street, Edmond, OK 73013
Mailing Address
Phone number
(405) 348-0909
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts662
AUM (Assets Under Management)$ 98,321,348

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

CHAPPELWOOD FINANCIAL SERVICES

CRD#: 134318Edmond, OK 73013

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