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1203 East 33Rd Street Suite 100, Tulsa, OK 74105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-08 |
Branch Locations
1203 East 33Rd Street Suite 100, Tulsa, OK 74105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Tulsa | OK | 02/2009 | 11/2018 |
| Scissortail Wealth Management, Llc | Tulsa | OK | 11/2018 | Present |
| Level Four Financial, Llc | Dallas | TX | 11/2018 | Present |
1. Scissortail Wealth Mgmt, 1203 E. 33rd Avenue STE 100, Tulsa, OK 74105, Investment Related, November 2018, Investment Advisory firm, Independent IA, Client Success Manager, administrative, 160 hours per month, 0 during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-27 |
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