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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-28 |
| OK | RA | APPROVED | 2025-01-22 |
Branch Locations
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
4811 Gaillardia Pkwy Suite 300, Oklahoma City, OK 73142 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arthur J. Gallagher | Kansas City | MO | 06/2018 | 04/2022 |
| Unemployed | Kansas City | MO | 05/2018 | 06/2018 |
| Stillwater Wine And Spirits Warehouse | Stillwater | OK | 10/2016 | 06/2017 |
| Arthur J. Gallagher | Oklahoma City | OK | 06/2017 | 08/2017 |
| Student | Stillwater | OK | 08/2014 | 05/2018 |
| Triad Advisors | Norcross | GA | 03/2022 | 04/2022 |
| Intrust Bank | Tulsa | OK | 04/2022 | 01/2025 |
| Lpl Financial, Llc | Tulsa | OK | 06/2022 | 01/2025 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 01/2025 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
Felts & Co. Real Estate Holdings. Not Investment Related. 8912 S 70th E Ave, Tulsa, OK 74133. Residential rental properties. Owner. 04/13/2026. 5 hrs/mo. 0 hours during trading hours. Holds and rents residential real estate properties.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-05-14 |
| S65 | Uniform Investment Adviser Law Examination | 2018-12-03 |
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