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One Williams Center 15Th Floor, Tulsa, OK 74172-0172 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-07 |
| NM | RA | APPROVED | 2026-04-28 |
| AR | RA | APPROVED | 2026-04-27 |
| CA | RA | APPROVED | 2026-04-27 |
| CO | RA | APPROVED | 2026-04-27 |
| KS | RA | APPROVED | 2026-04-27 |
| MO | RA | APPROVED | 2026-04-27 |
| TX | RA | APPROVED | 2026-04-27 |
| OK | RA | APPROVED | 2026-04-23 |
Branch Locations
One Williams Center 15Th Floor, Tulsa, OK 74172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cavanal Hill Investment Management, Inc. | Tulsa | OK | 10/2025 | Present |
| New Life Ranch | Concord | OK | 05/2021 | 08/2023 |
| Student-Regent Preparatory School | Tulsa | OK | 01/2016 | 05/2021 |
| Unemployed | Tulsa | OK | 05/2021 | 07/2021 |
| Bokf, Na | Tulsa | OK | 07/2025 | 10/2025 |
| Student-Oklahoma Baptist University | Shawnee | OK | 08/2021 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-23 |
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