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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-10-11 |
| TX | RA | APPROVED | 2024-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2018 | 10/2024 |
| Regent Bank | Tulsa | OK | 05/2018 | 09/2018 |
| Rover.cOm | Tulsa | OK | 10/2018 | 12/2018 |
| Patriot Bank / Equity Bank | Tulsa | OK | 09/2016 | 05/2018 |
| Bank Of Oklahoma | Tulsa | OK | 07/2013 | 09/2016 |
| Ameriprise Financial Services, Llc | Tulsa | OK | 10/2024 | Present |
Business Ownership; VWM Services, LLC; Owner; Manage Ameriprise Business; 4605 E 91st St, , Tulsa, OK, 74137; Investment-Related; 12/30/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; VWM Services, LLC; Owner; Manage advisory business; 13255 S 89th E Pl, , Bixby, OK, 74008; Investment-Related; 07/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours / Strategic Resource Group, LLC; Associate Financial Advisor; Manage advisory business; 4525 Edgewood, , Sapulpa, OK, 74066; Investment-Related; 10/11/2024; 60 hours per month; 60 during trading hours / David Provenzano - Latitude Wealth Advisory; Associate Financial Advisor; Manage advisory business; 4525 Edgewood, , Sapulpa, OK, 74066; Investment-Related; 10/11/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-19 |
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