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10425 S. 82Nd East Avenue Suite 110, Tulsa, OK 74133 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-06 |
Branch Locations
10425 S. 82Nd East Avenue Suite 110, Tulsa, OK 74133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cisco | San Francisco | CA | 06/2016 | 01/2022 |
| Northwestern Mutual Investment Services Llc | Denver | CO | 12/2018 | 01/2022 |
| Morgan Stanley Smith Barney Llc | Denver | CO | 01/2022 | 04/2026 |
| Relation Wealth Management, Inc. | Denver | CO | 04/2026 | Present |
1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-09 |
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