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7060 S. Yale Suite 701, Tulsa, OK 74136-5740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2018-09-21 |
Branch Locations
7060 S. Yale Suite 701, Tulsa, OK 74136-5740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2013 | 08/2018 |
| Northwestern Mutual Investment Services, Llc | Tulsa | OK | 03/2014 | 08/2018 |
| Sells Calls Through Craigslist | Broken Arrow | OK | 11/2014 | 08/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2016 | 08/2018 |
| Jm Brown Financial Partners | Tulsa | OK | 09/2018 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH JM BROWN FINANCIAL PARTNERS FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2. SELLS CAR THROUGH CRAIGSLIST, NON-INVESTMENT RELATED. 3428 W. EL PASO ST. BROKEN ARROW, OK 74012. WHEN SOMEONE NEEDS TO SELL A CAR, I HELP THEM. I TAKE PICTURES OF THE CAR, LIST IT ON CRAIGSLIST AND MEET UP WITH PROSPECTIVE BUYERS. I USE TO DO THIS OFTEN WHEN I WAS COLLEGE AND SOME OF MY FRIENDS REMEMBER THAT I AM GOOD AT SELLING CARS. IT HAPPENS MAYBE THREE OR FOUR TIMES PER YEAR. 3. Good For You LLC DBA Roo Nutrition, 10/26/2020 Manufacturer/Retailer of Nutritional Supplement, NON-INVESTMENT RELATED. 4211 E 75th Pl Tulsa, OK, 74136. I perform this duty ten hours per month. The company manufactures and sells nutritional supplements. 4.Real Estate Sole Proprietor. Description: Buy and hold or buy and fix to flip real estate and wholesale. Title: Owner. Address: 7107 S. Yale Ave. Ste. 203, Tulsa, OK 74136 Date: Have been active in real estate since 12/19/2019 Time Spent: 10 hours per month. 5. Integrity Custom HVAC, LLC. Description: The company provides heating and air services to local clients. Title: Co-Owner, business development and executive duties. Address: 905 S. Hudson Ave Ste. B, Tulsa, OK 74112. Purchase Date: 08/19/2022. Time Spent: 5 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-13 |
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