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One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-01-05 |
Branch Locations
One Williams Center, Tulsa, OK 74172 • 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 |
|---|---|---|---|---|
| Highpoint Financial | Tulsa | OK | 01/2022 | 01/2026 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 10/2023 | 01/2026 |
| Edward Jones | Jenks | OK | 09/2021 | 01/2022 |
| State Farm | Tulsa | OK | 04/2017 | 10/2020 |
| Bankers Life | Tulsa | OK | 07/2016 | 04/2017 |
| Famers | Tulsa | OK | 10/2020 | 09/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2024 | 01/2026 |
| Bok Financial Securities, Inc. | Tulsa | OK | 01/2026 | Present |
| Bokf, Na | Tulsa | OK | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-09 |
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