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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-07-07 |
| TX | RA | APPROVED | 2026-07-06 |
Branch Locations
2222 South Utica Pl Suite 100, Tulsa, OK 74104 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual | Tulsa | OK | 01/2015 | 10/2017 |
| Northstar Wealth Management | Tulsa | OK | 12/2017 | 06/2021 |
| Bok Financial | Tulsa | OK | 07/2021 | 04/2025 |
| Capital Advisors, Inc. | Tulsa | OK | 04/2025 | 06/2026 |
| Cambridge Investment Research Advisors | Fairfield | IA | 01/2018 | 07/2021 |
| Corient Services Llc | Miami | FL | 06/2026 | Present |
| Corient | Tulsa | OK | 06/2026 | Present |
NAME OF OBA: STOIC FITNESS LLC; ADDRESS OF OBA: BROKEN ARROW, OK 74014; NATURE: SELL PRIMARILY FITNESS EQUIPMENT AND VARIOUS OTHER ITEMS; INVESTMENT RELATED: NO; TITLE WITH OBA: OWNER; DUTIES: OWNER AND OPERATOR; START DATE: 07/01/2024; APPROX. NUMBER OF HOURS/MONTH: 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-05-01 |
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