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One Williams Center 15Th Floor, Tulsa, OK 74172-0172 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-15 |
| NM | RA | APPROVED | 2026-05-11 |
| AR | RA | APPROVED | 2026-05-08 |
| CA | RA | APPROVED | 2026-05-08 |
| CO | RA | APPROVED | 2026-05-08 |
| KS | RA | APPROVED | 2026-05-08 |
| MO | RA | APPROVED | 2026-05-08 |
| TX | RA | APPROVED | 2026-05-08 |
| OK | RA | APPROVED | 2026-05-01 |
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 | 02/2026 | Present |
| Bok Financial | Tulsa | OK | 06/2024 | 02/2026 |
| Travel | Tulsa | OK | 05/2024 | 06/2024 |
| University Of Tulsa, Mba | Tulsa | OK | 08/2023 | 06/2024 |
| Textron Aviation | Wichita | OK | 05/2023 | 08/2023 |
| University Of Tulsa, Bsme | Tulsa | OK | 08/2019 | 05/2023 |
| Textron Aviation | Wichita | KS | 05/2022 | 08/2022 |
| Christiansen Aviation Maintenance | Tulsa | OK | 03/2019 | 03/2020 |
| Shineyshine | Broken Arrow | OK | 09/2016 | 01/2022 |
| Egg It On Cafe | Tulsa | OK | 09/2016 | 01/2022 |
| Homeschooled-High School Career | Broken Arrow | OK | 08/2015 | 05/2019 |
Rotary Club of Tulsa Non-investment-related Start Date: 03/2025 Approximate number of hours/month: 8.00 Duties: Member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-01 |
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