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4521 E. 91St St Suite 300, Tulsa, OK 74137 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-07-10 |
| TX | RA | APPROVED | 2026-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hub Investment Partners | Austin | TX | 03/2025 | 07/2026 |
| Hub International | Tulsa | OK | 08/2024 | 07/2026 |
| Duwest Realty | Dallas | TX | 08/2022 | 08/2024 |
| Southern Methodist University | Dallas | TX | 08/2020 | 05/2022 |
| Copper & King's American Brandy Company | Dallas | TX | 09/2018 | 11/2019 |
| Southern Glazer's Distributors | Dallas | TX | 10/2015 | 09/2018 |
| Hudson Construction Group | Dallas | TX | 06/2021 | 01/2022 |
| Unemployed | Dallas | TX | 12/2019 | 07/2020 |
| Bridgecreek Financial Group Llc | Tulsa | OK | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-18 |
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