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6840 South Trenton Avenue, Tulsa, OK 74136-4106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-11-25 |
Branch Locations
6840 South Trenton Avenue, Tulsa, OK 74136-4106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritrust Investment Advisors, Inc. | Tulsa | OK | 09/2008 | 11/2016 |
| Edward Jones | St. Louis | MO | 11/2016 | 03/2022 |
| Lpl Financial | Tulsa | OK | 03/2022 | Present |
| Oklahoma Central Credit Union | Tulsa | OK | 03/2022 | 01/2024 |
| Utica Physicians' Association, Ltd. | Tulsa | OK | 11/2025 | Present |
1. 3/2022 - DBA for LPL Business (entity for LPL business) - Oklahoma Central Financial Planning - Investment Related - Tulsa, OK 74146 2. 06/30/2023 - LinLin Creative Ventures - Not Investment Related - Home Based - Reps Business - Co-Owner - Start Date 03/10/2023 - 12 Hours Per Month/ 0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-09 |
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