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1375 E. 71St Street, Tulsa, OK 74136 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Tulsa | OK | 09/1996 | 10/2025 |
| Oklahoma State Senator | Oklahoma City | OK | 11/2004 | 11/2016 |
| Raymond James Financial Services Advisors, Inc | Tulsa | OK | 01/2009 | 10/2025 |
| Tulsa Wealth Advisors, Inc | Tulsa | OK | 02/2001 | 10/2025 |
| Oklahoma State Government | Oklahoma City | OK | 02/2019 | 01/2021 |
| Trinity Strategic Wealth | Tulsa | OK | 09/2023 | 10/2025 |
| Trinity Strategic Wealth | Tulsa | OK | 10/2025 | Present |
(1) Name of Business: Millicon Properties, LLC Address: 1375 E 71st St, Tulsa, OK, 74136, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 08/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: NSM Enterprises LLC Address: 1375 E 71st St, Tulsa, OK, 74136, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2001 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is the entity that owns our office building. Our C Corp (Tulsa Wealth Advisors) pays rent to this LLC that I own.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-30 |
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