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2222 S. Utica Place Suite 200, Tulsa, OK 74114-7000 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2017-07-18 |
| TX | RA | APPROVED | 2017-07-18 |
Branch Locations
1225 N. Broadway Suite 200, Oklahoma City, OK 73103 • United States
2222 S. Utica Place Suite 200, Tulsa, OK 74114-7000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset Management Solutions Llc Dba Asset Planning Solutions | Oklahoma City | OK | 12/2002 | 10/2017 |
| Hogantaylor Wealth | Tulsa | OK | 03/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-03 |
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