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Tulsa, OK • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-04-21 |
| TX | RA | APPROVED | 2025-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moore Holdings | Tulsa | OK | 07/2021 | Present |
| Embark | Tulsa | OK | 06/2021 | 07/2021 |
| Grant Thornton | Tulsa | OK | 01/2019 | 06/2021 |
| Oral Roberts University | Tulsa | OK | 11/2013 | 01/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-14 |
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