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1375 E. 71St Street, Tulsa, OK 74136 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Tulsa | OK | 10/2009 | 10/2025 |
| Trinity Strategic Wealth | Tulsa | OK | 09/2023 | 10/2025 |
| Cabot Lodge Securities Llc | Schaumburg | IL | 10/2025 | Present |
| Trinity Strategic Wealth | Tulsa | OK | 10/2025 | Present |
| Tulsa Wealth Advisors | Tulsa | OK | 05/2008 | Present |
(1) Trinity Strategic Wealth as dba of Tulsa Wealth Advisors, investment related, Financial Planning, 1375 E 71st St, Tulsa, OK, 74136-5035, Financial Planner, 10/2025, 160 hours per month, 160 hour per month during trading hours. (2) Tulsa Wealth Advisors, not investment related, 1375 E 71st St, Tulsa, OK, 74136, Payroll Entity, Employee/no duties; 05/2008, 0 hours per month, 0 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-18 |
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