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7308 N. Classen Blvd., Oklahoma City, OK 73116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-05-03 |
Branch Locations
7308 N. Classen Blvd., Oklahoma City, OK 73116 • United States
2021 S. Lewis Ave., Suite 440, Tulsa, OK 74104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Disciplined Investments, Llc | Tulsa | OK | 08/2006 | 04/2023 |
| Hogantaylor Llp | Tulsa | OK | 01/2009 | 04/2023 |
| Castlepoint Wealth Advisors | Oklahoma City | OK | 05/2023 | Present |
Ann Landrith Holdings, LLC: Investment related. 2259 S. Troost Ave. Tulsa OK 74114. Family Investment Holding Company. Managing member since 2001. Approximately 10 hours/month during trading hours. duties include all matters related to investments. TULSA MUNICIPAL EMPLOYEES RETIREMENT PLAN TRUSTEE SINCE 2014 INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-20 |
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