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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 |
|---|---|---|---|---|
| Raymond James Financial Services | Tulsa | OK | 01/2016 | 10/2025 |
| Raymond James Financial Services Advisors Inc. | Tulsa | OK | 04/2016 | 10/2025 |
| Cabot Lodge Securities Llc | Schaumburg | IL | 10/2025 | Present |
| Trinity Strategic Wealth | Tulsa | OK | 10/2025 | Present |
| Tulsa Wealth Advisors | Tulsa | OK | 10/2015 | Present |
(1) Curtis & Christine Trust, investment related, Successor Trustee of parent's trust, 2/2017, zero hours per month, zero hours during trading hours, will administer parents' trust upon their passing. (2) Trinity Strategic Wealth a DBA of Tulsa Wealth Advisors, investment related, financial planning, 1375 E 71st St, Tulsa, OK, 74136-5035,Vice President/Chief Investment Advisor,10/2025, 200 hours per month, 6.5 hours during trading hours, business operations and investment management for the firm. (3) Tulsa Wealth Advisors, not investment related, 1375 E 71st St, Tulsa, OK, 74136, Payroll Entity, Employee/no duties; 10/2015, 0 hours per month, 0 hours per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-14 |
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