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4625 E. 91St Street, Tulsa, OK 74137 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Pointe Financial | Tulsa | OK | 04/2002 | Present |
| Sii Investments | Tulsa | OK | 02/2005 | 11/2017 |
| M.S. Howells & Co. | Scottsdale | AZ | 12/2017 | Present |
| The Advisory Resource Group, Llc | Tulsa | OK | 12/2017 | Present |
DEC. 2017; THE ADVISORY RESOURCE GROUP DBA COMPASS POINT FINANCIAL, TULSA, OK; INVESTMENT RELATED; REGISTERED INVESTMENT ADVISOR; CCO; COMPLIANCE/OVERSIGHT; DEVOTE 160 HRS/MO, 6 DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-11 |
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