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1425 E. 41St Place Suite 100, Tulsa, OK 74105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-07 |
| OK | RA | APPROVED | 2025-07-03 |
Branch Locations
1425 E. 41St Place Suite 100, Tulsa, OK 74105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Legacy Financial Group, Inc. | Tulsas | OK | 06/2025 | Present |
| Texas Capital | Dallas | TX | 08/2020 | 06/2025 |
| Unemployed | Dallas | TX | 05/2020 | 08/2020 |
| Student | Norman | OK | 07/2015 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-11 |
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