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5401 S Harvard Ave, Tulsa, OK 74135 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Tulsa | OK | 06/2021 | 10/2024 |
| Meshek And Associates, Llc | Tulsa | OK | 04/2015 | 04/2021 |
| Oklahoma State University | Stillwater | OK | 01/2016 | 12/2017 |
| Forge Financial Services, Llc | Tulsa | OK | 09/2021 | 09/2024 |
| Oklahoma State University | Stillwater | OK | 01/2023 | 05/2024 |
| Realm Financial Planning, Llc | Tulsa | OK | 10/2024 | Present |
| The V Boutiq (Align Physical Therapy) | Tulsa | OK | 06/2025 | Present |
Name of Business: The V Boutiq (Align Physical Therapy) This is not investment related. Address: 3745 E 31st St, Tulsa, OK 74135 Position & description: Independent Contractor - I help with occasional admin tasks, but primarily I clean the offices weekly. Start date: 06/2025 6 Hours per month or so. I do not do work during trading hours. This is a business my wife owns and operates (50%).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-16 |
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