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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2019-07-31 |
| TX | RA | APPROVED_RES | 2019-07-31 |
Branch Locations
5800 East Skelly Dr Suite 901, Tulsa, OK 74135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-12 |
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