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James Phillip Wayne Carr

Strategic Advisers LLC

Tulsa, OK

Mounds, OK

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • OK RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2020 South Lewis Ave Suite 100, Tulsa, OK 74104-5757 • United States

Mounds, 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
OrganizationCityStateFromTo
Bok Financial Securities, Inc. Tulsa OK 08/2014 11/2019
Bokf, Na Tulsa OK 08/2014 11/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa OK 03/2020 05/2020
Bank Of America,N.A. Tulsa OK 03/2020 05/2020
Planning Consultants Tulsa OK 12/2019 03/2020
Ups Tulsa OK 12/2019 12/2019
Fidelity Investments Tulsa OK 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 11/2019
    Bok Financial Securities, Inc.
    Tulsa, OK
  • 08/2014 → 11/2019
    Bokf, Na
    Tulsa, OK
  • 03/2020 → 05/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Tulsa, OK
  • 03/2020 → 05/2020
    Bank Of America,N.A.
    Tulsa, OK
  • 12/2019 → 03/2020
    Planning Consultants
    Tulsa, OK
  • 12/2019 → 12/2019
    Ups
    Tulsa, OK
  • 06/2020 → Present
    Fidelity Investments
    Tulsa, OK
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-15930|OrgNmn:PC Leathers|Org Addr:Mounds ,Oklahoma,US|OBA Nature:Making small leather goods for|Invst Rel:N|Title:Owner/Operator|Duties:Maker, marketer, shipper|StrtDt:08-01-15|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-26
  • S66 Uniform Combined State Law Examination
    2011-09-26
Designations
Other Names
  • James Phillip Wayne Carr

View on SEC IAPD

Other Firms

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

Other Investors

OANH STANGER
DAVID MONROE POARCH
ROBERT BRETT KRAMER
AIMEE NICOLE BOYER
ROBERT WILIAM MOORE
JOEL BERNARD KANTOR
Jayme Don Fowler
Anthony Charles Dionisio

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

More in Tulsa, OK

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