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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-24 |
| OK | RA | APPROVED | 2026-01-14 |
Branch Locations
330 S. Johnstone Ave, Bartlesville, OK 74003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Service, Inc. | Bartlesville | OK | 08/2025 | Present |
| Conocophillips | Bartlesville | OK | 06/2023 | 08/2025 |
| University Of Oklahoma | Norman | OK | 08/2019 | 05/2023 |
| Bartlesville High School | Bartlesville | OK | 08/2015 | 05/2019 |
| Raymond James Financial Services Advisors, Inc | Bartlesville | OK | 01/2026 | Present |
(1)Name of Business: Fourstone Wealth Management, LLC Address: 330 S Johnstone Ave, Bartlesville, OK, 74003-6616, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/11/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-12 |
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