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4625 E. 91St Street, Tulsa, OK 74137 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-12-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Pointe Financial | Tulsa | OK | 05/2008 | Present |
| Sii Investments | Tulsa | OK | 02/2011 | 11/2017 |
| The Advisory Resource Group, Llc | Tulsa | OK | 12/2017 | Present |
| M.S. Howells & Co. | Scottsdale | AZ | 12/2017 | Present |
1) OCTOBER 2015; EJC PROPERTIES, LLC., BIXBY, OK; NON INVESTMENT RELATED; RENTAL PROPERTIES; CO-OWNER; PROPERTY MANAGER; DEVOTE APPROX 1 HR/MO, 0 DURING MARKET HOURS. 2) MAY 2008; ESTATE NEEDS ADVISORS; INVESTMENT RELATED; FIXED ANNUITIES; REGISTERED REP; OVERSEEING CLIENT ACCOUNTS AND MAKING INVESTMENT RELATED DECISIONS; DEVOTE 5 HRS/MO DURING MARKET HOURS. 3) DEC 2017; ADVISORY RESOURCE GROUP; INVESTMENT RELATED; MANAGED ACCOUNTS; FINANCIAL ADVISOR; CO MANAGE PORTFOLIOS AND ASSETS FOR CLIENTS IN A DISCRETIONARY MANNER; DEVOTE 160 HRS/MO, 6.5/DAY DURING MARKET HOURS. 4) MAY 2020; RIVER TREES LLC, TAHLEQUAN, OK; NON INVESTMENT RELATED; MEMBER/SECRETARY; PROPERTY UPKEEP AND MAINTENANCE; DEVOTE LESS THAN 5 HOURS PER MONTH DURING NON MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-11 |
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