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616 East 63Rd Street Suite 201, Kansas City, MO 64110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-17 |
| OK | RA | APPROVED | 2025-03-10 |
Branch Locations
616 East 63Rd Street Suite 201, Kansas City, MO 64110 • United States
9315 S. Toledo Avenue Ste. A, Tulsa, OK 74137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 10/2006 | 06/2020 |
| Equitable Advisors, Llc Dba Lonergan Advisors | New York | NY | 10/2006 | 01/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2025 | Present |
| Greystone Capital Partners Group, Llc Dba Lonergan Advisors | Tulsa | OK | 02/2025 | Present |
1.) Greystone Capital Partners Group, LLC DBA Lonergan Advisors LLC. Investment Related. At Registered Location. RIA. IAR. 02/2025. 160. 130. Investment Advisor. 2.) Fixed Insurance. Investment Related. At Registered Location. Traditional Insurance. Agent. 02/2025. 40. 40. Provide Insurance advice based on the needs of the client. 3.) Purshe Kaplan Sterling Investments. Investment Related. At Registered Location. Broker Dealer. Registered Representative. 02/2025. 160. 130. Brokerage Services. 3.) Benefits Planning Group. Investment Related. At registered location. Independent Insurance Agent. President/Agent. 01/2018. 40. 40. Various employee-benefits insurance sales. 4.) Tulsa Estate Planning Forum. Non-Investment Related. 8703 N. Owasso Expressway, Owasso OK 74055. Board Member. Treasurer. 05/2023. 10. 10. Bill Paying, Maintaining Forum's Bank Account Etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-14 |
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