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2021 S. Lewis Avenue Suite 301, Tulsa, OK 74104-6516 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-11-10 |
Branch Locations
2021 S. Lewis Avenue Suite 301, Tulsa, OK 74104-6516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bok Financial | Tulsa | OK | 07/2023 | 07/2025 |
| University Of Oklahoma | Norman | OK | 08/2017 | 05/2021 |
| Booker T. Washington High School | Tulsa | OK | 08/2013 | 08/2017 |
| Benefitfocus | Charleston | SC | 05/2019 | 08/2019 |
| Bok Financial | Tulsa | OK | 05/2020 | 08/2020 |
| Raymond James Financial Services Inc. | Tulsa | OK | 07/2025 | Present |
| Bok Financial | Tulsa | OK | 01/2023 | 07/2023 |
| Bok Financial | Tulsa | OK | 07/2021 | 01/2023 |
(1) Name of Business: Wealth Oklahoma Address: 2021 S Lewis Ave Ste 301, Tulsa, OK, 74104-5707, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 11/10/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I am an advisor at Wealth Oklahoma. I am participating in the AMP program. (2) Name of Business: Wealth Oklahoma Address: 2021 S Lewis Ave Ste 301, Tulsa, OK, 74104-5707, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I am an advisor to our brokerage business and RIA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-28 |
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