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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 |
| Raymond James Financial Services Advisors, Inc | Tulsa | OK | 01/2009 | 10/2025 |
| Northeastern State University | Tulsa | OK | 01/2017 | 10/2021 |
| Cabot Lodge Securities Llc | Schaumburg | IL | 10/2025 | Present |
| Trinity Strategic Wealth | Tulsa | OK | 09/1996 | 10/2025 |
| Trinity Strategic Wealth | Tulsa | OK | 10/2025 | Present |
| Tulsa Wealth Advisors | Tulsa | OK | 09/1996 | Present |
| Acdc Properties, Llc | Tulsa | OK | 04/2011 | Present |
| Millicon Properties Llc | Tulsa | OK | 06/2017 | Present |
(1) ACDC Properties, LLC, not investment related, 9446 E. 106th St South, Tulsa, OK, 74133, Rental Property, President, 04/2011, 2 hours per month, zero hours per month during trading hours, Landlord. (2) Millicon Properties LLC, not investment related, 1375 E 71st St, Tulsa, OK, 74136, Real Estate, Owner, 06/2017, zero hours per month, zero hours per month during trading hours. (3) Trinity Strategic Wealth a DBA of Tulsa Wealth Advisors, investment related, 1375 E 71st St, Tulsa, OK, 74136-5035, Financial Planning, Financial Advisor, 10/2/2025, 160 hours per month, Comprehensive financial planning. (4) Tulsa Wealth Advisors, not investment related, 1375 E 71st St, Tulsa, OK, 74136, Payroll Entity, Employee/no duties, 9/1006, zero hours per month, zero hours per month during trading hours. (5) Tyndall Moore Hosting Company LLC, Owner/President, Property used as Airbnb. Non-investment related, no hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-08 |
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