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Wesley W. Cox

OKLAHOMA CITY, OK
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CRD#: 8242126
WC
Wesley Winston Cox

Professional summary


Wesley Winston Cox, who also goes by Wes Winston Cox, was a registered financial advisor .

Wesley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Wesley had worked at 1 firm and has passed the Series 65 exam.

At a Glance


Always Fiduciary

Aliases


Wes Winston Cox

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.
Logies: Logies on the Corner is not an investment-related business. It is located at 749 Asp Ave, Norman, OK 73069 and operates as a restaurant and bar. Mr. Cox's position is Server. His relationship with the business began in June 2026. He devotes approximately 64 hours per month to this activity. He devotes 0 hours per month to this activity during securities trading hours, as all shifts are worked in the evenings and on weekends, outside of regular securities trading hours. His duties consist of standard restaurant server responsibilities, including taking orders and providing customer service. This activity is unrelated to investment advisory services and does not impair his availability to advisory clients during business hours. Aldridge Teasdale Law: Aldridge Teasdale Law is not an investment-related business. It is located at 324 W Main St, Norman, OK 73069, and operates as a law firm. Mr. Cox's position is Marketing and Technology Consultant. His relationship with the business began in December 2024. He devotes approximately 20 hours per month to this activity. He devotes approximately 0 hours per month to this activity during securities trading hours. His duties consist of providing marketing and technology consulting services, including marketing visibility, organic search, reporting dashboards, and data-informed strategic planning. This activity does not involve securities or investment advice, no client assets or advisory fees are involved, and it does not impair his availability to advisory clients during business hours.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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

June 26, 2026 - Present

OKLAHOMA CITY, 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
(6/26/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/9/2026
Uniform Investment Adviser Law Examination

Current firm


No current employment

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


No current employment

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