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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-08-11 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
6140 South 104 East Avenue, Tulsa, OK 74133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 03/2025 | 07/2026 |
| Lakeshore Learning Materials | Tulsa | OK | 10/2019 | 11/2024 |
| Enterprise Holdings | Tulsa | OK | 09/2015 | 09/2019 |
| Unemployed | Bixby | OK | 11/2024 | 03/2025 |
| Empower Financial Services, Inc | Greenwood Village | CO | 07/2026 | 08/2026 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 07/2026 | 08/2026 |
| Merit Financial Advisors | Alpharetta | GA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-11 |
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