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Current Employers
The Legacy Financial Group, Inc.

1425 E. 41St Place Suite 100, Tulsa, OK 74105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-06
OK RA APPROVED 2019-09-18
  • TX RA
    APPROVED_RES
    Since 2025-01-06
  • OK RA
    APPROVED
    Since 2019-09-18

Branch Locations

1425 E. 41St Place Suite 100, Tulsa, OK 74105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Legacy Financial Group, Inc. Tulsa OK 04/2019 09/2025
Bluestone Tulsa OK 05/2018 04/2019
University Of Tulsa Tulsa OK 08/2015 05/2019
The Legacy Financial Group, Inc. Tulsa OK 09/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-18
  • S65 Uniform Investment Adviser Law Examination
    2019-09-18

View on SEC IAPD

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