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Brian James Grant

Warburton Capital Management, LLC

Tulsa, OK

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Current Employers
Warburton Capital Management, Llc

6120 S Yale Avenue Suite 1010, Tulsa, OK 74136 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2021-07-14
  • OK RA
    APPROVED
    Since 2021-07-14

Branch Locations

6120 S Yale Avenue Suite 1010, Tulsa, OK 74136 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Warburton Capital Management, Llc Tulsa OK 04/2021 Present
Whole Health Delray Beach FL 07/2018 07/2020
University Of Charleston Pa Progam Charleston WV 01/2016 06/2018
Unemployed Bartlesville OK 08/2020 04/2021
  • 04/2021 → Present
    Warburton Capital Management, Llc
    Tulsa, OK
  • 07/2018 → 07/2020
    Whole Health
    Delray Beach, FL
  • 01/2016 → 06/2018
    University Of Charleston Pa Progam
    Charleston, WV
  • 08/2020 → 04/2021
    Unemployed
    Bartlesville, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-14
  • S65 Uniform Investment Adviser Law Examination
    2021-07-14
Designations

View on SEC IAPD

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ROBERT BRETT KRAMER
AIMEE NICOLE BOYER
ROBERT WILIAM MOORE
JOEL BERNARD KANTOR
Jayme Don Fowler
Anthony Charles Dionisio

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

More in Tulsa, OK

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