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1425 E. 41St Place Suite 100, Tulsa, OK 74105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-06 |
| OK | RA | APPROVED | 2019-09-18 |
Branch Locations
1425 E. 41St Place Suite 100, Tulsa, OK 74105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-18 |
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