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Current Employers
Uniting Wealth Partners

240 Saint Paul Street Suite 300, Denver, CO 80206 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2026-02-09
  • OK RA
    APPROVED
    Since 2026-02-09

Branch Locations

6303 Waterford Blvd Suite 125, Oklahoma City, OK 73118 • United States

240 Saint Paul Street Suite 300, Denver, CO 80206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Skyzone Edmond OK 05/2018 08/2018
Smoothie King Oklahoma City OK 06/2019 07/2019
Imbcr Los Angeles CA 05/2024 08/2024
University Of Oklahoma Norman OK 08/2021 05/2025
Uniting Wealth Partners, Llc Oklahoma City OK 06/2025 Present
Student Oklahoma City OK 01/2016 05/2021
  • 05/2018 → 08/2018
    Skyzone
    Edmond, OK
  • 06/2019 → 07/2019
    Smoothie King
    Oklahoma City, OK
  • 05/2024 → 08/2024
    Imbcr
    Los Angeles, CA
  • 08/2021 → 05/2025
    University Of Oklahoma
    Norman, OK
  • 06/2025 → Present
    Uniting Wealth Partners, Llc
    Oklahoma City, OK
  • 01/2016 → 05/2021
    Student
    Oklahoma City, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-06
  • S65 Uniform Investment Adviser Law Examination
    2026-02-06

View on SEC IAPD

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