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4625 E. 91St Street, Tulsa, OK 74137 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2017-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments | Tulsa | OK | 09/2008 | 11/2017 |
| The Advisory Resource Group, Llc | Tulsa | OK | 12/2017 | Present |
| Compass Pointe Financial Llc | Tulsa | OK | 12/2017 | Present |
| M. S. Howells & Co. | Scottsdale | AZ | 12/2017 | Present |
1) SEPT. 2008; ESTATE NEEDS ADVISORS, LLC; TULSA, OK; INVESTMENT RELATED; FIXED ANNUITIES AND INSURANCE; FINANCIAL ADVISOR; DEVOTE 3 HRS/MO DURING MARKET HOURS. 2) OCT. 2015; EJC PROPERTIES, LLC; BIXBY, OK; NON INVESTMENT RELATED; RENTAL PROPERTIES; PARTNER; MANAGEMENT OF RENTAL PROPERTIES; DEVOTE 3 HRS/MONTH DURING NON MARKET HOURS. 3) DEC. 2017; ADVISORY RESOURCE GROUP DBA COMPASS POINTE; TULSA, OK; INVESTMENT RELATED; ADVISORY; FINANCIAL ADVISOR; DEVOTE 30 HRS/MO DURING MARKET HOURS. 4) MAY 2020; RIVER TREES LLC, TAHLEQUAN, OK; NON INVESTMENT RELATED; MEMBER/SECRETARY; PROPERTY UPKEEP AND MAINTENANCE; DEVOTE LESS THAN 5 HOURS PER MONTH DURING NON MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-22 |
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