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2431 E. 61St Street Suite 825, Tulsa, OK 74136 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-06-02 |
Branch Locations
2431 E. 61St Street Suite 825, Tulsa, OK 74136 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 07/2015 | 02/2017 |
| Frontier Investment Management Co | Dallas | TX | 03/2017 | 11/2020 |
| Hightower Advisors, Llc | Dallas | TX | 09/2020 | 04/2023 |
| J.P. Morgan Securities Llc | Tulsa | OK | 05/2023 | 05/2025 |
| Everpar Advisors Llc | Tulsa | OK | 06/2025 | Present |
1) Noble County Sheriff's Office; Not investment-related; 721 Cedar Street, Perry, OK 73077; Law Enforcement; Major; 01/2021; 12-16 hours per month; 0 during trading hours, Former full-time peace officer and still serve in a leadership role on a part-time basis. 2) Oklahoma State University; Not investment-related; 107 Whitehurst, Stillwater, OK. 74078; Education: Adjunct Instructor; 1/10/2022; 10-12 hours per month; 0 during trading hours; Teaching for both the College of Education and the Spears School of Business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-30 |
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