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Oklahoma City, OK • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-02-06 |
| TX | RA | APPROVED | 2023-02-06 |
| FL | RA | APPROVED | 2023-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 08/2018 | 09/2022 |
| Meicher Real Estate Llc | Middleton | WI | 04/2008 | 12/2016 |
| Self Employed Real Estate Consultant | Riverview | FL | 01/2017 | 10/2018 |
| Gss Homes Llc | Parrish | FL | 01/2018 | 04/2018 |
| Elevation Wealth Partners, Llc | Bradenton | FL | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-19 |
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