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Inactive

Carli Renee Smith

Burkholder Wealth Management

Austin, TX

Tulsa, OK

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Current Employers
Burkholder Wealth Management

5014 E 101St Street Suite 200, Tulsa, OK 74137 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2024-03-01
TX RA APPROVED 2024-03-01
  • OK RA
    APPROVED
    Since 2024-03-01
  • TX RA
    APPROVED
    Since 2024-03-01

Branch Locations

3103 Bee Caves Rd Suite 201, Austin, TX 78746 • United States

5014 E 101St Street Suite 200, Tulsa, OK 74137 • 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
Dimensional Fund Advisors Austin TX 08/2011 03/2017
Corners Consultants Austin TX 06/2017 04/2018
Ml&R Wealth Management Austin TX 04/2018 02/2024
Burk Holdings Llc Tulsa OK 02/2024 Present
  • 08/2011 → 03/2017
    Dimensional Fund Advisors
    Austin, TX
  • 06/2017 → 04/2018
    Corners Consultants
    Austin, TX
  • 04/2018 → 02/2024
    Ml&R Wealth Management
    Austin, TX
  • 02/2024 → Present
    Burk Holdings Llc
    Tulsa, OK
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-13
  • S66 Uniform Combined State Law Examination
    2014-10-13
Designations
Other Names
  • Carli Renee Hutton

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES
HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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