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1375 E. 71St Street, Tulsa, OK 74136 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc | Tulsa | OK | 08/2013 | 10/2025 |
| Raymond James Financial Services Advisors Inc. | Tulsa | OK | 01/2014 | 10/2025 |
| Trinity Strategic Wealth | Enid | OK | 07/2011 | 10/2025 |
| Cabot Lodge Securities Llc | Schaumburg | IL | 10/2025 | Present |
| Trinity Strategic Wealth | Tulsa | OK | 10/2025 | Present |
| Tulsa Wealth Advisors | Tulsa | OK | 07/2011 | Present |
(1) Trinity Strategic Wealth a DBA of Tulsa Wealth Advisors, investment related, Financial Planning, 1375 E 71st St, Tulsa, OK, 74136, Financial Advisor, 10/2025, 184 hours per month, 149 hour per month during trading hours, manage and build, implement and develop full scale financial plans. (2) Tulsa Wealth Advisors, not investment related, Payroll Entity, Employee/no duties; 07/2011, 0 hours per month, 0 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-27 |
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