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2021 S. Lewis Avenue Suite 301, Tulsa, OK 74104-6516 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-02 |
Branch Locations
2021 S. Lewis Avenue Suite 301, Tulsa, OK 74104-6516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp Inc | Miami | FL | 01/2011 | 09/2017 |
| Investacorp Advisory Services | Miami | FL | 06/2011 | 09/2017 |
| Raymond James Financial Services, Inc. | Tulsa | OK | 09/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Tulsa | OK | 09/2017 | 12/2024 |
| Dch Financial Services, Inc | Tulsa | OK | 01/2014 | 12/2024 |
| Bruns Fuller Financial | Tulsa | OK | 01/2014 | Present |
| Wealth Oklahoma | Tulsa | OK | 01/2025 | Present |
| Wealth Oklahoma | Tulsa | OK | 01/2025 | Present |
Name of Business: Wealth Oklahoma Address: 2021 S Lewis Ave Ste 301, Tulsa, OK, 74104-5707, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 01/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Create and monitor investment portfolios for clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-18 |
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