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8143 E. 11Th Street, Tulsa, OK 74112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-02 |
| OK | RA | APPROVED | 2013-11-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfe Financial Group And Tax Service | Tulsa | OK | 01/1994 | Present |
| Wingate Capital Advisors, Llc | Tulsa | OK | 07/2013 | Present |
OWNER TAX PREPERATION / TAX PRERARER DURING TAX SEASON. PART OWNER OF A DAY CARE WITH SPOUSE. APPROX. 10 HOURS PER MONTH ON OTHER BUSINESS. STARTED 08/1996
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-30 |
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