Brooklyn Hannah Brock

Employer firm

Ellevate Advisors CRD 307301

12 advisory clients

Reported services (Item 5G)

Financial planning

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

Current Employers

Ellevate Advisors

Tulsa, OK • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2026-08-19
TX	RA	APPROVED_RES	2022-01-18

OK RA
APPROVED

Since 2026-08-19
TX RA
APPROVED_RES

Since 2022-01-18

Branch Locations

Tulsa, OK • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Brock & Assoc., A Branch Of Ameriprise Financial	Tulsa	OK	05/2006	09/2018
Sageoak Financial Llc	Tulsa	OK	09/2018	12/2020
Poppins Concierge Services	Tulsa	OK	03/2019	12/2020
Ellevate Advisors Llc	Tulsa	OK	01/2020	Present

05/2006 → 09/2018

Brock & Assoc., A Branch Of Ameriprise Financial

Tulsa, OK
09/2018 → 12/2020

Sageoak Financial Llc

Tulsa, OK
03/2019 → 12/2020

Poppins Concierge Services

Tulsa, OK
01/2020 → Present

Ellevate Advisors Llc

Tulsa, OK

Previous Registrations

2018-09-24 → 2021-01-07

Sageoak Financial, Llc

Tulsa, OK
2015-07-14 → 2018-09-19

Ameriprise Financial Services, Llc

Tulsa, OK

Other Businesses

Brooklyn Brock is currently employed as a Paraplanner at Delegated Planning, This activity accounts for approximately 25% of her time. Brooklyn Brock is currently employed as a Treasurer and Librarian at the International Languages Library. This activity accounts for approximately 5% of her time.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-07-06

S66 Uniform Combined State Law Examination

2015-07-06

Designations

Certified Financial Planner
Chartered Financial Consultant

Other Names

Brooke Hannah Brock

View on SEC IAPD