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Compass Coaching And Consulting, LLC CRD 327213
201 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2162 E 61St, Tulsa, OK 74136 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrity Financial Services, Llc | Tulsa | OK | 08/2008 | Present |
| Redhawk Wealth Advisors | Minneapolis | MN | 01/2018 | 06/2021 |
| Shiloh Properties, Llc | Tulsa | OK | 07/2013 | Present |
| Southeast Investments, Inc. | Charlotte | NC | 05/2019 | 09/2020 |
| Brookstone Wealth Advisors | Tulsa | OK | 06/2021 | 12/2023 |
| Compass Coaching And Consulting, Llc | Tulsa | OK | 10/2023 | Present |
INTEGRITY FINANCIAL SERVICES, LLC; INVESTMENT RELATED; 2162 E. 61ST STREET, TULSA, OK 74136; INSURANCE AGENCY; OWNER AND LICENSED AGENT; STARTED 08/2004; 60 HOURS/MONTH DEVOTED; 35 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFERS SALE OF INSURANCE PRODUCTS. SHILOH PROPERTIES, LLC; INVESTMENT RELATED; 2162 E. 61ST STREET, TULSA, OK 74136; REAL ESTATE; OWNER; STARTED 2013; 20 HOURS/MONTH DEVOTED; 5 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; REAL ESTATE INVESTING. ArchenLand, LLC. Owner. Farm and Event Venue. 10 hrs/month devoted.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-28 |
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