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4625 E. 91St Street, Tulsa, OK 74137 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments | Tulsa | OK | 08/2013 | 11/2017 |
| M. S. Howells & Co. | Scottsdale | AZ | 12/2017 | Present |
| The Advisory Resource Group, Llc Dba Compass Pointe | Tulsa | OK | 12/2017 | Present |
| Estate Needs Advisors | Tulsa | OK | 08/2013 | 02/2018 |
DECEMBER 1, 2017, THE ADVISORY RESOURCE GROUP DBA COMPASS POINTE FINANCIAL, TULSA, OK, REGISTERED INVESTMENT ADVISOR, REGISTERED REP, TRADING, ACCOUNT MANAGEMENT, INVESTMENT RELATED, 160HRS/MONTH, 6 HOURS DURING MARKET HOURS. AUGUST 13, 2013, ESTATE NEEDS ADVISORS, TULSA, OK, INVESTMENT ADVISING, INVESTMENT SPECIALIST, TRADING, 40HRS/MONTH, 30 HOURS DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-01 |
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