Best Investors Account Sign in
Inactive

Michael Paul Mazzei

Trinity Strategic Wealth

Tulsa, OK

Claim This Profile
Current Employers
Trinity Strategic Wealth

1375 E. 71St Street, Tulsa, OK 74136 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-10-02
  • OK RA
    APPROVED
    Since 2025-10-02

Branch Locations

1375 E. 71St Street, Tulsa, OK 74136 • 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
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
Previous Registrations
  • 2009-01-02 → 2025-06-02
    Saint Petersburg, FL
    Tulsa, OK
  • 1996-09-26 → 2009-01-02
    Raymond James Financial Services, Inc.
    Tulsa, OK
    Bartlesville, OK
    Ponca City, OK
  • 2005-10-13 → 2007-07-17
    Foundation Freedom Advisory Services
    Tulsa, OK
Other Businesses

(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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-12-12
S63 Uniform Securities Agent State Law Examination 1990-03-30
  • S65 Uniform Investment Adviser Law Examination
    1995-12-12
  • S63 Uniform Securities Agent State Law Examination
    1990-03-30
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Tulsa, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor