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5314 S. Yale Ave. Suite 200, Tulsa, OK 74135 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-02 |
| OK | RA | APPROVED | 2014-09-26 |
Branch Locations
5314 S. Yale Ave. Suite 200, Tulsa, OK 74135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meliora Capital | Tulsa | OK | 08/2014 | Present |
| Ponderosa Energy Partners, Llc | Tulsa | OK | 05/2018 | Present |
| Petrodyne, Inc. | Tulsa | OK | 04/2016 | Present |
| G.L. Brennan Foundation, Inc. | Tulsa | OK | 01/2011 | Present |
| J.P. Szafranski, Cfa Business Consulting | Tulsa | OK | 01/2013 | Present |
1)Ponderosa Energy Partners, LLC; Not investment-related; 2820 E. 44th Ct., Tulsa, OK 74105; Family-owned oil and gas production; Managing Member; May 2018; 1 hours/month; 1 hour/month during securities trading hours; Manage capital budget, bookkeeping 2)Petrodyne, Inc.; Not investment-related; 2820 E. 44th Ct., Tulsa, OK 74105; Family-owned oil and gas production; President; Same as Question 5; April 2016; 1 hour/month; 1 hour/month during securities trading hours; Manage capital budget, bookkeeping 3)J.P. Szafranski, CFA Business Consulting; Not investment-related; 2820 E. 44th Ct., Tulsa, OK 74105; Business consulting, Bitcoin mining, Trustee services; Sole proprietor; Same as Question 5; 2013; 2 hours/month; 1 hour/month during securities trading hours; Consulting on company accounting, profitability analysis. Capital budget decisions for Bitcoin mining equipment, bookkeeping. As a co-trustee, I am responsible for managing trust financial obligations, including issuance of payments, and approving and overseeing life insurance and real estate transactions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-22 |
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