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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-18 |
| OK | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED | 2025-08-15 |
Branch Locations
1930 S Bryant, Edmond, OK 73104 • United States
1930 S Bryant Avenue Suite C, Edmond, OK 73013 • United States
Oklahoma City, OK • United States
4701 W. Main Street Suite 101, Norman, OK 73072 • United States
11901 N. Macarthur Blvd Suite F1, Oklahoma City, OK 73162 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lawton | OK | 04/2012 | 10/2017 |
| Bank Of America, N.A. | Lawton | OK | 09/2015 | 10/2017 |
| Morgan Stanley Smith Barney Llc | Oklahoma City | OK | 10/2017 | 02/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 11/2017 | 02/2019 |
| Midfirst Bank | Oklahoma City | OK | 03/2019 | 08/2025 |
| Cetera Investment Services Llc | St Cloud | MN | 03/2019 | 08/2025 |
| Cetera Investment Advisers Llc | Oklahoma City | OK | 03/2019 | 08/2025 |
| Osaic Wealth, Inc. | Oklahoma City | OK | 08/2025 | Present |
1. ARROWPOINT WEALTH ADVISORS POSITION: Wealth Advisor NATURE: Sole Member LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2025 ADDRESS: 7 NE 6th St Ste 100 Oklahoma City OK 73104 DESCRIPTION: A financial advisor helps individuals and organizations with their finances, providing guidance on investments, tax laws, and insurance. They assess clients' financial needs, develop and implement financial plans, and monitor progress towards goals like retirement savings and wealth management. 2. INSURANCE POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2025 ADDRESS: 7 NE 6th St Ste 100 Oklahoma City OK 73104 DESCRIPTION: licensed insurance professional. All types of insurance are within this scope. 3. OKLAHOMA COUNCIL ON ECONOMIC EDUCATION POSITION: Board Member NATURE: Charitable organization, mentor, volunteer. Mentor students on the need for financial education. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2019 ADDRESS: 100 N University Dr, Edmond OK 73034 DESCRIPTION: Mentor students on the need for financial education.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-29 |
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