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Philip Donald Mock

Cathedral Square Capital

Tulsa, OK

Tulsa, OK

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Current Employers
Cathedral Square Capital

2250 E. 73Rd Street Suite 415, Tulsa, OK 74136 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-06-16
OK RA APPROVED 2022-08-16
  • TX RA
    APPROVED_RES
    Since 2025-06-16
  • OK RA
    APPROVED
    Since 2022-08-16

Branch Locations

2250 E. 73Rd Street Suite 415, Tulsa, OK 74136 • United States

2250 E. 73Rd Street Suite 415, Tulsa, OK 74136 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trust Company Of Oklahoma Tulsa OK 08/2016 07/2020
1522 Financial, Llc Tulsa OK 07/2022 Present
Trust Company Of Oklahoma Tulsa OK 07/2020 06/2022
  • 08/2016 → 07/2020
    Trust Company Of Oklahoma
    Tulsa, OK
  • 07/2022 → Present
    1522 Financial, Llc
    Tulsa, OK
  • 07/2020 → 06/2022
    Trust Company Of Oklahoma
    Tulsa, OK
Previous Registrations
  • 2013-05-21 → 2016-08-04
    Mariner Wealth Advisors
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-20
  • S65 Uniform Investment Adviser Law Examination
    2013-05-20
Designations

View on SEC IAPD

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Jayme Don Fowler
Anthony Charles Dionisio

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

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