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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-06-18 |
| TX | RA | APPROVED | 2025-06-18 |
Branch Locations
7000 North Mopac Expressway Suite 240, Austin, TX 78731 • United States
5400 N Grand Blvd, Ste 225, Oklahoma City, OK 73112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scissortail Advisory Group | Oklahoma City | OK | 09/2024 | 01/2025 |
| Cava | Norman | OK | 06/2024 | 09/2024 |
| Student (University Of Oklahoma) | Norman | OK | 05/2023 | 06/2024 |
| Pickleman's | Norman | OK | 10/2022 | 05/2023 |
| Student (University Of Oklahoma) | Norman | OK | 07/2021 | 10/2022 |
| Dunkin | Frisco | TX | 05/2020 | 07/2021 |
| Student (Wakeland High School) | Frisco | TX | 07/2019 | 05/2020 |
| Comet Cleaners | Frisco | TX | 06/2018 | 07/2019 |
| Student (Wakeland High School) | Frisco | TX | 05/2017 | 06/2018 |
| Student (Cobb Middle School) | Frisco | TX | 08/2014 | 05/2017 |
| Scissortail Advisory Group | Oklahoma City | OK | 01/2025 | 05/2025 |
| Scissortail Advisory Group | Oklahoma City | OK | 05/2025 | Present |
SCISSORTAIL ADVISORY GROUP POSITION: Rep NATURE: Scissortail Advisory Group services the participants of employer-sponsored retirement plans. The firm works to educate these individuals and help them plan efficiently to meet their retirement needs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 05/01/2025 ADDRESS: 5400 N Grand Blvd, Ste 225, Oklahoma City OK 73112, United States DESCRIPTION: As a member of Scissortail Advisory Group, my duties include helping participants navigate their retirement accounts, facilitating the enrollment process, and answering questions about withdrawals/distributions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-30 |
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