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115 River Landing Dr Suite 200, Daniel Island, SC 29492 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-10-08 |
| SC | RA | APPROVED | 2025-10-08 |
Branch Locations
115 River Landing Dr Suite 200, Daniel Island, SC 29492 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley, Private Bank Na | Tulsa | OK | 06/2016 | 10/2016 |
| Farmers Insurance | Tulsa | OK | 12/2019 | 08/2025 |
| Self | Tulsa | OK | 09/2018 | 12/2019 |
| Capstone Headwaters | Dallas | TX | 04/2018 | 09/2018 |
| Permian Capital Partners, Llc | Dallas | TX | 02/2018 | 08/2018 |
| Fe2O3 Petroleum, Llc | Tulsa | OK | 10/2013 | Present |
| Red Stone Resources, Llc | Edmond | OK | 11/2016 | 10/2017 |
| Morgan Stanley | Tulsa | OK | 04/2016 | 10/2016 |
| Melinda Gibson Archer Trust, 1992 | Dallas | TX | 05/2011 | 10/2016 |
| Farmers Financial Solutions Llc | Tulsa | OK | 08/2020 | 07/2021 |
| Curran Financial Partners | Daniel Island | SC | 08/2025 | Present |
| Block Advisors | Tulsa | OK | 11/2023 | 12/2025 |
| Erie Construction Mid-West | Tulsa | OK | 06/2024 | 08/2024 |
| Odingard Capital Management | Tulsa | OK | 04/2023 | 10/2023 |
| Service Experts | Tulsa | OK | 12/2020 | 03/2023 |
Owner of Residential Real Estate Rental, No business is conducted during trading hours. Owner/Manager of Fe2O3 Petroleum, LLC holding oil and gas mineral, royalty and working interests that are bought, sold, leased. Little to no business conducted during trading hours. Licensed Insurance Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-03 |
| S66 | Uniform Combined State Law Examination | 2016-07-26 |
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