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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Financial Group | Tulsa | OK | 08/2020 | Present |
| Summit Financial Group | Tulsa | OK | 01/2020 | 08/2020 |
| The University Of Tulsa | Tulsa | OK | 07/2019 | 01/2020 |
| Publix, Inc. | Panama City Beach | FL | 05/2019 | 07/2019 |
| The University Of Tulsa | Tulsa | OK | 08/2018 | 05/2019 |
| Senior Living Investment Brokerage | Saint Louis | MO | 05/2018 | 08/2018 |
| The University Of Tulsa | Tulsa | OK | 08/2016 | 05/2018 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2020 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: SUMMIT FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BENEFITS, INSURANCE, INVESTMENTS START DATE: 8/2020 POSITION/TITLE/RELATIONSHIP: FINANCIAL ANALYST APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: WORKING WITH THE RETIREMENT PLANNING DIVISION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-15 |
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