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1008 South Bryant Avenue Suite 250, Edmond, OK 73034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-10-02 |
Branch Locations
1008 South Bryant Avenue Suite 250, Edmond, OK 73034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transcendent Capital Group, Llc | Edmond | OK | 08/2025 | Present |
| Ess | Fayetteville | AR | 03/2025 | 05/2025 |
| Phillips 66 | Fayetteville | AR | 07/2020 | 03/2025 |
| Oklahoma State University | Stillwater | OK | 08/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-02 |
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