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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-11-21 |
| TX | RA | APPROVED | 2024-10-14 |
Branch Locations
2431 E. 61St Street Suite 260, Tulsa, OK 74136 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Tulsa | OK | 12/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Tulsa | OK | 11/2016 | 10/2024 |
| Raymond James & Associates, Inc | Tulsa | OK | 10/2024 | Present |
(1)Name of Business: Address: 11408 S Date Street, Jenks, OK, 74037, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2000 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Screen applicants, execute rental leases, collect rental income, schedule repairs and maintenance. (2)Name of Business: Scentsy Address: 10012 S Maplewood Pl, Tulsa, OK, 74137, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 12/01/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Scentsy Home sales consultant - Provide brochures and place orders as requested by friends and family (3)Name of Business: Valerie Zwosta, Musician Address: 10012 S Maplewood Pl, Tulsa, OK, 74137, United States Activity Type: Other Position/Title: Musician Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Free lance musician - Play in various groups as requested. Usually seasonal
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-27 |
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