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37 West Avenue Suite 301, Wayne, PA 19087-3226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-04-01 |
| TX | RA | APPROVED | 2024-01-03 |
Branch Locations
3900 American Drive Suite 204, Plano, TX 75075 • United States
37 West Avenue Suite 301, Wayne, PA 19087-3226 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Air Force (Ok National Guard) | Tulsa | OK | 03/2012 | 03/2018 |
| Puritan Financial | Dallas | TX | 02/2016 | 11/2017 |
| Pioneer Financial Group | Tulsa | OK | 04/2018 | 03/2019 |
| Miles Innovative, Llc | Coweta | OK | 11/2017 | 10/2020 |
| Elevated Capital Advisors, Llc | Sandy | UT | 09/2019 | 04/2022 |
| Gradient Advisors | Arden Hills | MN | 06/2019 | 09/2019 |
| Brookstone Wealth Advisors | Wheaton | IL | 04/2022 | 01/2024 |
| Pathways Retirement Advisors | Plano | TX | 10/2020 | Present |
1.Pathways Retirement Advisors; Investment Related; 3900 American Dr, Ste 204 Plano, TX 75075; Insurance, Retirement and Investment Planning; Owner, Start date 10/2020
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-24 |
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