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8901 Commerce Park Drive, Oklahoma City, OK 73132 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-24 |
| OK | RA | APPROVED | 2011-09-12 |
Branch Locations
8139 E. 74Th Place, Tulsa, OK 74133 • United States
8901 Commerce Park Drive, Oklahoma City, OK 73132 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zia Management Services Inc. Dba Core Business & Financial Svcs. | Tulsa | OK | 02/2009 | 12/2016 |
| Core Wealth Management, Llc | Tulsa | OK | 07/2011 | Present |
| Core Wealth Management, Llc | Oklahoma City | OK | 01/2019 | 12/2022 |
| Core Business And Financial Services | Oklahoma City | OK | 01/2010 | Present |
| Blood Lands, Inc., | Oklahoma City | OK | 01/2010 | 02/2019 |
Catmack Inc/Relationship Manager/8901 COMMERCE PARK DRIVE/OKLAHOMA CITY/OK 73132, START DATE 01/2010, SPENDS APPROX 95% TIME PROVIDING SERVICES AS RELATIONSHIP MANAGER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-14 |
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