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2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-30 |
Branch Locations
825 Town & Country Ln Suite 1200, Houston, TX 77024 • United States
2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bj's Restaurant And Brewhouse | Tulsa | OK | 12/2019 | 06/2020 |
| Grant Thornton, Llc | Tulsa | OK | 06/2019 | 08/2019 |
| Unemployed | Tulsa | OK | 09/2019 | 10/2019 |
| Guardian Life Insurance | Tulsa | OK | 08/2020 | 02/2023 |
| Park Avenue Securities | Tulsa | OK | 07/2021 | 02/2023 |
| Avion Wealth Llc | The Woodlands | TX | 03/2023 | 11/2023 |
| Oral Roberts University | Tulsa | OK | 08/2016 | 05/2019 |
| Inspire Financial Group | Tulsa | OK | 06/2020 | 02/2023 |
| Cerity Partners Llc | New York | NY | 01/2024 | 12/2024 |
| Cerity Partners Llc | New York | NY | 01/2025 | 09/2025 |
| Brighton Jones | Houston | TX | 09/2025 | Present |
NIPR (Oklahoma Insurance Department, Texas Department of Insurance, New Hampshire Insurance Department); not investment-related; 1100 Walnut Street, Suite 1500, Kansas City, MO 64106; Life, accident and health insurance license; 6/2020; zero hours/month devoted to the business during or outside business hours; licensed to write insurance policies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-21 |
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