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4200 East Skelly Drive Suite 620, Tulsa, OK 74135 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-06-05 |
Branch Locations
4200 East Skelly Drive Suite 620, Tulsa, OK 74135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Trust Company Of Oklahoma | Tulsa | OK | 09/1999 | 05/2024 |
| Creveling Consulting | Tulsa | OK | 06/2024 | Present |
| Allegiant Wealth Advisors, Llc | Tulsa | OK | 06/2025 | Present |
1) Creveling Consulting; Not investment-related; Tulsa, OK 74119; Legal and tax consultation, expert testimony; Owner; Tax, legal duties dependent on engagement; 5% of time during the month. 2) Gray Barn Enterprises, LLC dba Red-E-Bins Tulsa; 10355 S 261st E Ave, Broken Arrow, OK 74014; Dumpster rental business; Co-Manager; Consultation. Legal and accounting; Less than 5% of time during the month. 3) J & O Sudduth Trust; Tulsa, OK 74119; Irrevocable trust; Decision making, record keeping, communicate with farm manager and beneficiary; Trustee; Less than 5% of time during the month. 4) Poke One, LLC; Tulsa, OK. 74114; Residential real estate investment/rental; Manager; Manage rental. Record keeping; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-23 |
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