Brandon Biles has been an investment adviser representative at Disciplined Investments since April 2018, and is not listed among the firm’s executive officers or direct owners.
Disciplined Investments, LLC is a Tulsa, OK firm with $593M under management, 385 clients and 6 advisers across 3 offices, as of its April 2026 filing.
Investment adviser representative registrations
Brandon Biles is registered as an investment adviser representative in 2 states. The first approvals date from April 2018; the most recent is Texas, in December 2022.
- OklahomaSince 7 April 2018
- TexasSince 16 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 April 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brandon Robert Biles
- CRD
- 6800602
- Firm
- Disciplined Investments · CRD 129696
- Office
- 2222 S. UTICA PLACE SUITE 200, Tulsa, OK 74114-7000
- Registration
- Investment adviser registration
- In the industry since
- April 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Brandon Biles work?
Brandon Biles is an investment adviser representative registered through Disciplined Investments, LLC since April 2018, and is not listed among the firm’s executive officers or direct owners.
Is Brandon Biles a financial advisor?
Yes. Brandon Biles has a current investment-adviser registration in Oklahoma and Texas, through Disciplined Investments since April 2018.
How many years of experience does Brandon Biles have?
Brandon Biles has 8 years in the financial industry, since April 2018, across 1 adviser firm.
What exams has Brandon Biles passed?
Brandon Biles passed the Series 65 in April 2018.
Where is Brandon Biles based?
Brandon Biles’ registered office is in Tulsa, OK.
Is Brandon Biles registered with FINRA?
No. Brandon Biles has no current broker registration.
How can I verify Brandon Biles’ record?
Search CRD 6800602 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brandon Biles’ full registration record.
