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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-05-05 |
| TX | RA | APPROVED | 2026-05-05 |
Branch Locations
2200 S Utica Place Suite 400, Tulsa, OK 74114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jenks Public Schools | Tulsa | OK | 08/2011 | 08/2017 |
| Oral Roberts University | Tulsa | OK | 08/2017 | 12/2021 |
| Club One Volleyball | Tulsa | OK | 09/2017 | 06/2020 |
| Arvest Bank | Tulsa | OK | 06/2019 | 08/2019 |
| Arvest Wealth Management | Tulsa | OK | 06/2020 | 12/2021 |
| Arvest Wealth Management | Tulsa | OK | 01/2022 | 12/2022 |
| Arvest Wealth Management | Jenks | OK | 12/2022 | 02/2026 |
| Arvest Bank | Jenks | OK | 01/2026 | 02/2026 |
| Arvest Wealth Management | Tulsa | OK | 02/2026 | 04/2026 |
| Mml Investors Services, Llc | Tulsa | OK | 05/2026 | Present |
| Massmutual Life Insurance Company/Bluecrest Financial | Tulsa | OK | 07/2022 | Present |
| Tulsa Power Volleyball | Jenks | OK | 10/2022 | Present |
(1) NAME: BLUECREST FINANCIAL INV REL: Y ADD: 2200 S UTICA, SUITE 400, TULSA OK 74114 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 04/24/2026 No. HR/MO: 60. No. HR/MO DURING SEC TRADING: 60. DESCRIBE DUTIES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES. (2) NAME: TULSA POWER VOLLEYBALL INV REL: N ADD: RESIDENTIAL NATURE: COACHING POSITION: ASSISTANT COACH START DATE: 10/01/2022 No. HR/MO: 24. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: COACH VOLLEYBALL TO 6-10TH GRADER GIRLS IN THE TULSA AREA A COUPLE NIGHTS A WEEK AND OCCASIONALLY ON THE WEEKENDS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-08 |
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