Disciplined Investments LLC

Disciplined Investments LLC is a registered Limited Liability Company based in Oklahoma with 7 employees, including 4 who serve in advisory roles. The firm has been approved by the U.S. Securities and Exchange Commission since January 2010. With a solid foundation in place, Disciplined Investments LLC is well-positioned to serve its 30 clients with dedicated and professional financial expertise.

• ADAM JAMES LEAVITT

  CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%

• HOGANTAYLOR LLP

  MANAGING MEMBER owns more than 50% but less than 75%

• JON ANTHONY OTTO

  SECRETARY owns less than 5%

• MATHEW REED BACON

  CHIEF FINANCIAL OFFICER owns more than 10% but less than 25%

• CHARLES TODD WISDOM

  MEMBER OF THE BOARD OF DIRECTORS

• GARY DON COOPER

  MEMBER OF THE BOARD OF DIRECTORS

• JAMES PATRICK MILLIGAN

  MEMBER OF THE BOARD OF DIRECTORS

• RANDELL BRIAN NAIL

  CHIEF EXECUTIVE OFFICER AND CHAIRMAN

• RICHARD ALAN WRIGHT

  MEMBER OF THE BOARD OF DIRECTORS

• ROBERT BAXTER WAGNER

  MEMBER OF THE BOARD OF DIRECTORS

• DRAWBRIDGE CAPITAL
• The Stolper Company LLC
• Scissortail Wealth Management LLC
• Melia Wealth Advisory Group LLC
• Gibraltar Capital Management Inc
• Argonaut Private Capital LP
• BOK Financial Securities Inc
• Streeter Moore & Stipe LLC
• COWA LLC
• Cavanal Hill Investment Management Inc