Timothy Scott Powell

Current Employers

Sageoak Financial, Llc

6120 S Yale Ave Suite 100, Tulsa, OK 74136-4213 • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APP_PEND_IARCE	2026-01-01

OK RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

Tulsa, OK • United States

6120 S Yale Ave Suite 100, Tulsa, OK 74136-4213 • 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

Organization	City	State	From	To
Sageoak Financial, Llc	Tulsa	OK	08/2024	Present
New View Estate Planning	Tulsa	OK	06/2020	Present
Tallgrass Estate Planning	Tulsa	OK	09/2017	06/2020
Gorospe And Smith, Pllc	Tulsa	OK	09/2016	09/2017
No Employment	Tulsa	OK	05/2016	09/2016

08/2024 → Present

Sageoak Financial, Llc

Tulsa, OK
06/2020 → Present

New View Estate Planning

Tulsa, OK
09/2017 → 06/2020

Tallgrass Estate Planning

Tulsa, OK
09/2016 → 09/2017

Gorospe And Smith, Pllc

Tulsa, OK
05/2016 → 09/2016

No Employment

Tulsa, OK

Other Businesses

New View Estate Planning, PLLC; personal residence; Legal services; Owner/Operator; Provide Estate Planning Services; 160hr/month; 150hr/month during securities trading hours

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-08-29

S65 Uniform Investment Adviser Law Examination

2022-08-29