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2431 E. 61St Street Suite 825, Tulsa, OK 74136 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
2431 E. 61St Street Suite 825, Tulsa, OK 74136 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Tulsa | OK | 07/2002 | 09/2023 |
| Everpar Advisors Llc | Tulsa | OK | 09/2023 | Present |
NEHI Research Foundation / 9521 B Riverside Pkwy Box # 369 Tulsa,OK 74137 / Foundation/ Health Care & Pharmaceuticals / As a member of the board I will attend meetings and help develop strategy for the foundation. / Member of Board of directors / / As a member of the board I will attend meetings and help develop strategy for the foundation. / Start Date 1/1/2019 / Monte Cassino School / 2206 S Lewis Ave, Tulsa, OK 74114 / Educational Establishment / I have been asked to join the finance committee to start my path to becoming a board member. / The committee will look at financial topics for the board including budget, teacher salaries, tuition, etc. / Start Date 12/14/2020 Insurance Agent / Not investment-related / 2431 East 61st Street, Suite 825 Tulsa, OK, 74136 / Insurance Sales / Implementation of insurance recommendations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-11 |
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