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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-10-17 |
Branch Locations
4701 W. Main Street Suite 101, Norman, OK 73072 • United States
11901 N. Macarthur Blvd Suite F1, Oklahoma City, OK 73162 • United States
1930 S Bryant, Edmond, OK 73104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xgp | Seminole | OK | 10/2014 | 01/2019 |
| Windle Wealth | Oklahoma City | OK | 01/2019 | 03/2019 |
| Windle Wealth | Oklahoma City | OK | 03/2019 | 02/2020 |
| Wells Fargo Clearing Services, Llc | Edmond | OK | 02/2020 | 10/2022 |
| Retirement Investment Advisors Inc | Oklahoma City | OK | 10/2022 | 10/2025 |
| Osaic Wealth, Inc. | Oklahoma City | OK | 10/2025 | Present |
1. SISU YOUTH SERVICES POSITION: Treasurer NATURE: Nonprofit Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2026 ADDRESS: 2129 NW 30th ST, Oklahoma City OK 73112, United States DESCRIPTION: Review financial statements prepared by our on-staff accounting team. Lead the finance committee and present financial statements to the board. 2. OKC MIDTOWN ROTARY CLUB POSITION: Grants and Gifting Chair NATURE: This is a local Rotary club that is a member of Rotary International. We support art and arts education in Oklahoma City, as well as the mission of Rotary International. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2024 ADDRESS: 1100 Classen Dr, Oklahoma City OK 73103, United States DESCRIPTION: I send requests for proposals to local nonprofit organizations. I submit the proposals to the club for a vote. We provide a smaller quarterly grant and a larger annual grant, which is primarily funded by our Rotary district. I participate in check presentations with grant recipients and complete any necessary paperwork. 3. COLLABORATE OKLAHOMA POSITION: Board Member NATURE: Nonprofit Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2024 ADDRESS: 1437 S Boulder Ave Ste. 120, Tulsa OK 74119, United States DESCRIPTION: I am a voting board member. I attend meetings and functions for the organization and may organize an event on occasion.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-08-26 |
| S65 | Uniform Investment Adviser Law Examination | 2019-08-02 |
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