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One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-09-08 |
Branch Locations
2021 South Lewis, Tulsa, OK 74104 • United States
499 West Sheridan Avenue 25Th, 26Th And 27Th Floors, Oklahoma City, OK 73102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ups Store | Tulsa | OK | 05/2013 | 04/2017 |
| Bank Of Oklahoma | Tulsa | OK | 04/2017 | 03/2021 |
| First Mate Financial Advisors, Llc | Tulsa | OK | 03/2021 | 05/2023 |
| Woodbury Financial Services Inc | Tulsa | OK | 08/2021 | 05/2023 |
| Bok Financial Securities, Inc. | Tulsa | OK | 09/2023 | Present |
| Bokf, Na | Tulsa | OK | 09/2023 | Present |
| Unemployed | Tulsa | OK | 05/2023 | 09/2023 |
1)Name: Notary public Location: private residential address Tulsa, OK Investment related (y/n): y Start date: 06/2013 Position held: notary public Nature of outside business: notarize documents Hrs/mo: 1 Hrs/mo during securities trading: 1 Brief description of duties: Notarize documents for clients 2)Name: Deli Sword Location: private residential address Tulsa, OK Investment related (y/n): n Start date: 03/2022 Position held: bass, guitar, drummer Nature of outside business: band Hrs/mo: 15 Hrs/mo during securities trading: 0 Brief description of duties: play instruments in local band
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-29 |
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