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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-06-09 |
| TX | RA | APPROVED | 2025-01-30 |
Branch Locations
416 W 15Th St Building 500, Suite A, Edmond, OK 73013 • United States
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Assurance Group | Edmond | OK | 06/2015 | Present |
| Regulus Advisors, Llc | Kentwood | MI | 08/2016 | 02/2018 |
| Woodbury Financial Services, Inc. | Oklahoma City | OK | 03/2018 | 12/2019 |
| Alphastar Capital Management, Llc | Cornelius | NC | 01/2020 | 01/2025 |
| Integrity Advisory Solutions | Edmond | OK | 01/2025 | Present |
1. The Assurance Group; Investment Related; 416 W 15th St, Building 500, Suite A, Edmond, OK 73013; Fixed insurance; Regional Sales Director; 06/01/2015; 160 hours per month; 160 hours during securities trading hours; Insurance consulting, planning, selling, recruiting and business management of sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-30 |
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