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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-06-20 |
Branch Locations
2569 S. Kelly Avenue Suite 110, Edmond, OK 73013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Sail Capital, Llc | Oklahoma City | OK | 06/2019 | 02/2022 |
| 404-Cut-Tree | Atlanta | GA | 08/2016 | 10/2016 |
| Tingue Brown | Tampa | FL | 01/2017 | 08/2017 |
| Institutional Shareholder Services | Norman | OK | 09/2017 | 05/2019 |
| Burnett Financial Group | Kansas City | MO | 02/2022 | Present |
| Summit Financial, Llc | Parsippany | NJ | 06/2024 | Present |
1. US Army Reserve; not investment related; Assistant Professor of Military Sciences; 124 W. Brooks Street, Norman OK 73069; 4 hour per month when schooling is in session; Training, teaching, coaching and mentoring cadets in the Army Reserve.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-16 |
| S66 | Uniform Combined State Law Examination | 2015-09-04 |
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