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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-10 |
| OK | RA | APPROVED | 2026-06-05 |
| TX | RA | APPROVED | 2026-06-05 |
Branch Locations
1605 S Boston Avenue, Tulsa, OK 74119 • United States
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Solutions | Tulsa | OK | 06/2013 | 12/2016 |
| Lido Advisors, Llc | Tulsa | OK | 06/2026 | Present |
| Jackson Hole Capital Partners, Llc | Tulsa | OK | 12/2016 | 06/2026 |
1) Chitwood Investments, LLC; investment related; Tulsa, OK since 2017; manager; less than an hour per month; no duties other than general business maintenance 2) Green Hornet Capital, LLC; investment related; Tulsa, OK since 2024; manager; less than an hour per month; no duties other than general business maintenance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-30 |
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