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Jeremy Dean Lott

Trinity Strategic Wealth

Tulsa, OK

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Current Employers
Trinity Strategic Wealth

1375 E. 71St Street, Tulsa, OK 74136 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-10-07
  • OK RA
    APPROVED
    Since 2025-10-07

Branch Locations

1375 E. 71St Street, Tulsa, OK 74136 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Tulsa OK 05/1999 10/2025
Raymond James Financial Services Advisors, Inc Tulsa OK 01/2009 10/2025
Trinity Strategic Wealth Tulsa OK 10/2025 Present
Previous Registrations
  • 2009-01-02 → 2025-10-03
    Tulsa, OK
    Tulsa, OK
  • 2001-06-11 → 2009-01-02
    Raymond James Financial Services, Inc.
    Tulsa, OK
    Tulsa, OK
    Tulsa, OK
  • 2007-03-05 → 2007-07-17
    Foundation Freedom Advisory Services
    Tulsa, OK
Other Businesses

(1)Name of Business: Millicon Resolutions, LLC Address: 1343 E 71st Street, Tulsa, OK, 74136, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/31/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partial Owner/LLC Member

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-08-07
  • S66 Uniform Combined State Law Examination
    2000-08-07
Designations

View on SEC IAPD

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