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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-07 |
| OK | RA | APPROVED | 2024-02-12 |
Branch Locations
4801 Gaillardia Parkway Suite 200, Oklahoma City, OK 73142 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors | Tulsa | OK | 07/2015 | 02/2024 |
| Raymond James Financial Services Advisors, Inc. | Oklahoma City | OK | 02/2024 | Present |
| Founded Wealth Planning | Oklahoma City | OK | 02/2024 | Present |
(1)Name of Business: Founded Wealth Planning Address: 4801 Gaillardia Pkwy Ste 200, Oklahoma City, OK, 73142-1866, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Officer - President Investment Related: No Start Date: 02/12/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support company for my Raymond James affiliation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-20 |
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