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6120 S Yale Ave Suite 100, Tulsa, OK 74136-4213 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-10-29 |
| TX | RA | APPROVED | 2025-10-29 |
Branch Locations
6120 S Yale Ave Suite 100, Tulsa, OK 74136-4213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sageoak Financial, Llc | Tulsa | OK | 08/2025 | Present |
| Pryor Public Schools | Pryor | OK | 07/2022 | 07/2025 |
| Jenks Public Schools | Jenks | OK | 08/2014 | 06/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-29 |
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