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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-07-01 |
Branch Locations
2222 S. Utica Place Suite 300, Tulsa, OK 74114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Advisors, Inc. | Tulsa | OK | 09/2003 | 06/2026 |
| Minshall & Company, Inc. | Tulsa | OK | 09/2003 | 10/2017 |
| Corient | Tulsa | OK | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-03 |
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