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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 |
|---|---|---|---|---|
| Disciplined Investments, Llc | Tulsa | OK | 10/2015 | 08/2017 |
| Taylor Stephens, Inc. | Irving | TX | 08/2017 | 10/2018 |
| Raymond James Financial Services,Inc | Tulsa | OK | 12/2018 | 10/2025 |
| Cabot Lodge Securities Llc | Schaumburg | IL | 10/2025 | Present |
| Trinity Strategic Wealth | Tulsa | OK | 12/2018 | 10/2025 |
| Trinity Strategic Wealth | Tulsa | OK | 10/2025 | Present |
| Tulsa Wealth Advisors | Tulsa | OK | 12/2018 | Present |
(1) Trinity Strategic Wealth a DBA of Tulsa Wealth Advisors, investment related, 1375 E 71st St, Tulsa, OK, 74136-5035, financial planning firm, Financial Advisor, 12/2018, 160 hours per month, 160 hour per month during trading hours, meet with clients, financial planning, prospecting. (2) Tulsa Wealth Advisors, not investment related, 1375 E 71st St, Tulsa, OK, 74136, Payroll Entity, Employee/no duties, 12/2018, zero hours per month, zero hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-01-25 |
| S66 | Uniform Combined State Law Examination | 2002-09-11 |
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