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7308 N. Classen Blvd., Oklahoma City, OK 73116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2022-02-20 |
Branch Locations
7308 N. Classen Blvd., Oklahoma City, OK 73116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Venturi Private Wealth | Oklahoma City | OK | 10/2020 | 01/2022 |
| The Trust Company | Manhattan | KS | 09/2015 | 09/2020 |
| Kansas State University | Mannhattan | KS | 01/2019 | 05/2019 |
| Castlepoint Wealth Advisors | Oklahoma City | OK | 02/2022 | Present |
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