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1375 E. 71St Street, Tulsa, OK 74136 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Tulsa | OK | 05/2002 | 10/2025 |
| Raymond James Financial Services Advisors, Inc | Tulsa | OK | 01/2009 | 10/2025 |
| Trinity Strategic Wealth | Tulsa | OK | 09/2023 | 10/2025 |
| Cabot Lodge Securities Llc | Schaumburg | IL | 10/2025 | Present |
| Trinity Strategic Wealth | Tulsa | OK | 10/2025 | Present |
| Tulsa Wealth Advisors | Tulsa | OK | 05/2002 | Present |
| Millicon Properties | Tulsa | OK | 06/2017 | Present |
(1) Trinity Strategic Wealth a DBA of Tulsa Wealth Advisors, investment related, 1375 E. 75th Street, Tulsa, OK 74136, Financial Planning, Financial Advisor, 10/2025, 160 hours per month, 8 hours during trading hours, financial planning. (2) Tulsa Wealth Advisors, not investment related, 1375 E. 75th Street, Tulsa, OK 74136, Payroll Entity, employee, 5/2002, zero hours per month, zero hours during trading hours. (3) Millicon Properties, not investment related, Real Estate, 1375 E. 75th Street, Tulsa, OK 74136, Owner, 6/2017, zero hours per month, zero hours during trading hours, Own part of a corporation that owns one (1) building with other business partners, no active duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-26 |
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