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Tulsa, OK • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-12-23 |
| TX | RA | APPROVED | 2022-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance | Oklahoma City | OK | 01/2020 | 09/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2020 | 04/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2020 | 04/2022 |
| Collective Wealth, Llc | Tulsa | OK | 04/2022 | Present |
| Collective Wealth, Llc | Tulsa | OK | 02/2022 | Present |
| Triton Shield, Llc | Tulsa | OK | 04/2022 | Present |
| Adaptation Financial | Tulsa | OK | 05/2019 | 04/2022 |
| The White Room Salon And Boutique | Tulsa | OK | 10/2011 | 04/2019 |
Triton Shield, LLC; Tulsa, OK; Investment Related; Fixed Insurance Sales; Insurance Agent; Started 04/2022; Approximately 10% of time spent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-14 |
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