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1203 East 33Rd Street Suite 100, Tulsa, OK 74105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-11-10 |
Branch Locations
1203 East 33Rd Street Suite 100, Tulsa, OK 74105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs | Tulsa1 | OK | 04/2016 | 05/2019 |
| Scissortail Wealth Management | Tulsa | OK | 06/2019 | Present |
| Level Four Financial, Llc | Tulsa | OK | 06/2019 | Present |
Venture Properties D/B/A HW Allen Company; Tulsa, OK; Not Investment Related; Since 5/2003; Passive Owner/Shareholder; Commercial Real Estate Management and Investment firm; Passive ownership - no duties; Devote 0 hrs/month to this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-29 |
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