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800 W Main Street Suite 1150, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-17 |
Branch Locations
800 W Main Street Suite 1150, Boise, ID 83702 • United States
11600 Broadway Extension, Suite 200, Oklahoma City, OK 73114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancwest Investment Services | Oklahoma City | OK | 10/2015 | 09/2016 |
| 1St Global Capital Corp. | Tulsa | OK | 09/2016 | 10/2019 |
| 1St Global Advisors, Inc. | Tulsa | OK | 09/2016 | 10/2019 |
| Harrison Henderson, Pllc | Tulsa | OK | 09/2016 | 04/2022 |
| Avantax Insurance Services, Inc. | Tulsa | OK | 09/2016 | 01/2021 |
| Avantax Advisory Services | Tulsa | OK | 10/2019 | 01/2021 |
| Avantax Invesment Services, Inc. | Tulsa | OK | 10/2019 | 01/2021 |
| Lpl Financial, Llc | Tulsa | OK | 01/2021 | 04/2022 |
| Merit Financial Group, Llc | Tulsa | OK | 01/2021 | 04/2022 |
| Venturi Private Wealth, Llc | Austin | TX | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-06 |
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