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Oklahoma City, OK • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Belle Isle Advisors, Llc | Oklahoma City | OK | 02/2026 | Present |
| Echo Investment Capital, Llc | Oklahoma City | OK | 10/2023 | 01/2026 |
| Service Oklahoma | Oklahoma City | OK | 08/2022 | 09/2023 |
| Office Of Management And Enterprise Services | Oklahoma City | OK | 02/2020 | 08/2022 |
| Holdge Resources, Llc | Oklahoma City | OK | 05/2018 | 01/2020 |
| Echo Energy, Llc | Oklahoma City | OK | 10/2015 | 05/2018 |
| Belle Isle Capital, Llc | Oklahoma City | OK | 02/2026 | Present |
| Holdge Royalty, Llc | Oklahoma City | OK | 05/2018 | Present |
Belle Isle Capital, LLC Yes - the business is investment-related. 2222 Belleview Terrace Oklahoma City, OK 73112 Nature of business: Private investment sponsor and GP entity that forms and manages special purpose investment vehicles. Position and Title: Managing Member Start Date: Filed articles of incorporation December 2025 Time commitment: 10-15 hours per month During Securities Trading Hours: 5-10 hours per month Job Duties: Oversee formation and structuring of sponsor entities and special purpose vehicles; evaluate investment opportunities; coordinate with legal and investors. No transaction-based compensation received through the advisory firm. Holdge Royalty, LLC Yes - the business is investment-related. 2222 Belleview Terrace Oklahoma City, OK 73112 Nature of business: Personal holding vehicle for oil and gas royalty interests. Position and Title: Managing Member Start Date: Filed articles of incorporation May 2018 Time commitment: 1-2 hours per month During Securities Trading Hours: 0 hours per month Job Duties: Entity level bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-26 |
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