Summer N Caudle

Employer firm

Scissortail Wealth Management, LLC CRD 297761

$568M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2009 → 11/2018
  Ubs Financial Services Inc
  Tulsa, OK
• 11/2018 → Present
  Scissortail Wealth Management, Llc
  Tulsa, OK
• 11/2018 → Present
  Level Four Financial, Llc
  Dallas, TX

Previous Registrations

• 2018-11-09 → 2022-12-31
  Scissortail Wealth Management, Llc
  Tulsa, OK
• 2009-03-11 → 2018-11-19
  Ubs Financial Services Inc.
  Tulsa, OK
• 2008-01-08 → 2009-02-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tulsa, OK
  New York, NY

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2007-12-27

Other Names

• Summer N Brown