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Joshua Owen Herlan

Future U Financial Inc.

Tulsa, OK

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Current Employers
Future U Financial Inc.

Tulsa, OK • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-01-01
TX RA APPROVED_RES 2021-07-22
LA RA APPROVED 2021-06-28
  • OK RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2021-07-22
  • LA RA
    APPROVED
    Since 2021-06-28

Branch Locations

2539 South Florence Place, Tulsa, OK 74114 • 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
OrganizationCityStateFromTo
Morgan Stanley Tulsa OK 03/2012 08/2020
Future U Financial Inc. Tulsa OK 07/2020 Present
Morgan Stanley Tulsa OK 03/2012 08/2020
Morgan Stanley Private Bank, N.A New York NY 04/2020 08/2020
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-26
  • S66 Uniform Combined State Law Examination
    2008-02-26
Other Names
  • Joshua Herlan
  • Joshua Owen Herlan
  • Joshua O Herlan

View on SEC IAPD

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Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

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