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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-07-07 |
| TX | RA | APPROVED | 2026-07-07 |
Branch Locations
2222 S. Utica Place Suite 300, Tulsa, OK 74114 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minshall & Company, Inc. | Tulsa | OK | 07/2001 | 10/2017 |
| Capital Advisors Inc. | Tulsa | OK | 07/2001 | 07/2026 |
| Corient | Tulsa | OK | 06/2026 | Present |
NAME OF OBA: HURRICANE IMPACT; ADDRESS OF OBA: TULSA, OK 74132; NATURE: NOT-FOR-PROFIT ORGANIZATION ORGANIZED TO HELP FACILITATE COMMUNITY INVOLVEMENT BETWEEN ATHLETES AT THE UNIVERSITY OF TULSA AND VARIOUS TULSA AREA CHARITABLE ORGANIZATIONS; INVESTMENT RELATED: NO; TITLE WITH OBA: BOARD OF DIRECTORS; BOARD DIRECTOR, PRESIDENT, AND TEMPORARY CHAIRMAN; DUTIES: PART OF THE GOVERNING BOARD, WORKS WITH OTHER BOARD MEMBERS TO ESTABLISH POLICIES AND DIRECTIVES GOVERNING THE BUSINESS AND PROGRAMS OF TEH CORPORATION AND TO DELEGATE AUTHORITY AND RESPONSIBILITIES AS ESTABLISHED IN THE BYLAWS OF THE CORPORATION; START DATE: 10/02/2022 APPROX. NUMBER OF HOURS/MONTH: 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-17 |
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