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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-07-06 |
Branch Locations
2222 South Utica Place Suite 100, Tulsa, OK 74104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Halley, Mcdaniel, Cuite, Pllc | Tulsa | OK | 10/2018 | 05/2024 |
| Mariner Consulting | Tulsa | OK | 07/2017 | 10/2018 |
| Unemployed | Tulsa | OK | 10/2015 | 07/2017 |
| Capital Advisors, Inc. | Tulsa | OK | 05/2024 | 06/2026 |
| Corient Services Llc | Miami | FL | 06/2026 | Present |
| Corient | Tulsa | OK | 06/2026 | Present |
NAME OF OBA: TULSA ESTATE AND PLANNING FORUM; ADDRESS OF OBA: OWASSO, OK 74055; NATURE: PROFESSIONAL ORGANIZATION; INVESTMENT RELATED: NO; TITLE WITH OBA: BOARD MEMBER; DUTIES: ATTEND MEETINGS AND BOARD MEETINGS; START DATE: 06/01/2024; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-30 |
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