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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2019-07-31
TX RA APPROVED_RES 2019-07-31
  • OK RA
    APPROVED
    Since 2019-07-31
  • TX RA
    APPROVED_RES
    Since 2019-07-31

Branch Locations

5800 East Skelly Dr Suite 901, 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
Prospera Financial Services Tulsa OK 10/2014 07/2019
Raymond James Financial Services, Inc. Tulsa OK 07/2019 Present
Raymond James Financial Services Advisors, Inc. Tulsa OK 07/2019 Present
Midland National Insurance Tulsa OK 03/2019 Present
Stonebridge Wealth Management, Llc Tulsa OK 05/2013 Present
  • 10/2014 → 07/2019
    Prospera Financial Services
    Tulsa, OK
  • 07/2019 → Present
    Raymond James Financial Services, Inc.
    Tulsa, OK
  • 07/2019 → Present
    Tulsa, OK
  • 03/2019 → Present
    Midland National Insurance
    Tulsa, OK
  • 05/2013 → Present
    Stonebridge Wealth Management, Llc
    Tulsa, OK
Previous Registrations
Other Businesses

(1)Name of Business: CastleRock Financial Advisors Address: 5800 E Skelly Dr Ste 901, Tulsa, OK, 74135, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 08/01/2019 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: This is used as a Branding DBA, as a Financial Advisor. (2)Name of Business: Midland National Insurance Address: 5800 E Skelly Dr Ste 901, Tulsa, OK, 74135, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: General Agent. (3)Name of Business: Sky High for Kids Address: 8820 E 120th St N, Collinsville, OK, 74021, United States Activity Type: Non profit Position/Title: Committee Member,Subcommittee Member Investment Related: Yes Start Date: 11/18/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I will be on the committee for Fundraising Events to help support the non-profit organization for pediatric cancer. (4)Name of Business: StoneBridge Wealth Management, LLC Address: 5800 E Skelly Dr Ste 901, Tulsa, OK, 74135, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/01/2013 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: For Business Expenses.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-11
S63 Uniform Securities Agent State Law Examination 2005-08-12
  • S66 Uniform Combined State Law Examination
    2008-06-11
  • S63 Uniform Securities Agent State Law Examination
    2005-08-12
Other Names
  • Jennifer N Bostic
  • Jennifer N Nichols

View on SEC IAPD

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