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1601 N W Expressway 21St Floor, Oklahoma City, OK 73118-1426 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-03-03 |
Branch Locations
1302 East 3Rd Street, Tulsa, OK 74120 • United States
3220 S Peoria Avenue Suite 102, Tulsa, OK 74105 • United States
1601 Nw Expressway 21St Floor, Oklahoma City, OK 73118-1426 • UNITED STATES
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Nelson & Associates, Llc | Oklahoma City | OK | 08/2000 | 10/2019 |
| D.A. Davidson & Co. | Tulsa | OK | 10/2019 | Present |
1) WARREN CAPITAL CORP; INVESTMENT RELATED; TULSA, OK; CORPORATION HOLDING COMPANY FOR OIL AND GAS LEASES; PRESIDENT-100% OWNERSHIP; STARTING 6/6/1995; 5 HRS/ MO; NO TIME DURING SECURITIES TRADING HOURS; GENERAL MANAGEMENT DUTIES. 2) SUDBURY TRANSPORTATION, INC., INVESTMENT RELATED; HAYSEVILLE, KS; TRANSPORTATION CORPORATION; CHAIRMAN WITH 50% OWNERSHIP; STARTING 7/1/2015; DEVOTE APPROXIMATELY 5 HOURS MONTHLY AND DURING SECURITIES TRADING HOURS; DUTIES ARE TO MAINTAIN CONTACT WITH STAFF CONCERNING OVERALL OPERATIONS. 3) RCKM Realty, LLC; NOT INVESTMENT RELATED; TULSA, OK; COMMERCIAL REAL ESTATE INVESTMENT; 50% OWNERSHIP WITH NO ACTIVE INVOLVEMENT; STARTING 07/01/025; DEVOTE APPROXIMATELY 4 HOURS MONTHLY 0 HOURS DURING MARKET HOURS; NO DUTIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-12 |
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