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Myles Richard Linhares

Ameritrust Investment Advisors Inc

Tulsa, OK

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Current Employers
Ameritrust Investment Advisors Inc

4506 S Harvard Ave, Tulsa, OK 74135 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2021-07-21
  • OK RA
    APPROVED
    Since 2021-07-21

Branch Locations

4506 S Harvard Ave, Tulsa, OK 74135 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Westlake TX 11/2015 06/2018
Bannerman Wealth Dallas TX 11/2018 01/2020
Stonebridge Financial Frisco TX 02/2020 03/2021
Unemployed Mckinney TX 07/2018 10/2018
Unemployed Bixby OK 04/2021 06/2021
Ameritrust Investment Advisors, Inc Tulsa OK 07/2021 Present
  • 11/2015 → 06/2018
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 11/2018 → 01/2020
    Bannerman Wealth
    Dallas, TX
  • 02/2020 → 03/2021
    Stonebridge Financial
    Frisco, TX
  • 07/2018 → 10/2018
    Unemployed
    Mckinney, TX
  • 04/2021 → 06/2021
    Unemployed
    Bixby, OK
  • 07/2021 → Present
    Ameritrust Investment Advisors, Inc
    Tulsa, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-08
S63 Uniform Securities Agent State Law Examination 2016-01-19
  • S65 Uniform Investment Adviser Law Examination
    2021-04-08
  • S63 Uniform Securities Agent State Law Examination
    2016-01-19

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
PINNACLE INVESTMENT ADVISORS
NATIVE AMERICAN FUND ADVISORS LLC
AMERITAS ADVISORY SERVICES, LLC
ARVEST WEALTH MANAGEMENT
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.
KQ WEALTH MANAGEMENT LLC

Other Investors

OANH STANGER
DAVID MONROE POARCH
ROBERT BRETT KRAMER
AIMEE NICOLE BOYER
ROBERT WILIAM MOORE
JOEL BERNARD KANTOR
Jayme Don Fowler
Anthony Charles Dionisio

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

More in Tulsa, OK

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