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1375 E. 71St Street, Tulsa, OK 74136 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-10-06 |
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 |
| Nsm Enterprises, Llc | Tulsa | OK | 01/2002 | Present |
| Tulsa Wealth Advisors, Inc | Tulsa | OK | 08/1996 | 10/2025 |
| Trinity Strategic Wealth | Tulsa | OK | 10/2025 | Present |
(1)Name of Business: Millicon Properties, LLC Address: 1375 E 71st St, Tulsa, OK, 74008, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 06/30/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner and Owner of office building that will be leased by Tulsa Wealth Advisors.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-23 |
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