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7308 N. Classen Blvd., Oklahoma City, OK 73116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2022-06-02 |
Branch Locations
7308 N. Classen Blvd., Oklahoma City, OK 73116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Castleview Wealth Advisors | Oklahoma City | OK | 05/2019 | 08/2019 |
| Nbc Bank | Oklahoma City | OK | 05/2017 | 08/2017 |
| Castleview Wealth Advisors | Oklahoma City | OK | 05/2018 | 08/2018 |
| Oklahoma City University | Oklahoma City | OK | 08/2016 | 12/2021 |
| Castlepoint Wealth Advisors | Oklahoma City | OK | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-22 |
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