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Current Employers
Trinity Strategic Wealth

1375 E. 71St Street, Tulsa, OK 74136 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-10-02
  • OK RA
    APPROVED
    Since 2025-10-02

Branch Locations

1375 E. 71St Street, 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
Raymond James Financial Services, Inc. Tulsa OK 07/2014 10/2025
Raymond James Financial Services Advisors Inc. Tulsa OK 03/2016 10/2025
Tulsa Wealth Advisors, Inc Tulsa OK 10/2013 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 10/2013 Present
Nsm Enterprises, Llc Tulsa OK 01/2020 Present
  • 07/2014 → 10/2025
    Raymond James Financial Services, Inc.
    Tulsa, OK
  • 03/2016 → 10/2025
    Tulsa, OK
  • 10/2013 → 10/2025
    Tulsa Wealth Advisors, Inc
    Tulsa, OK
  • 09/2023 → 10/2025
    Tulsa, OK
  • 10/2025 → Present
    Cabot Lodge Securities Llc
    Schaumburg, IL
  • 10/2025 → Present
    Tulsa, OK
  • 10/2013 → Present
    Tulsa Wealth Advisors
    Tulsa, OK
  • 01/2020 → Present
    Nsm Enterprises, Llc
    Tulsa, OK
Previous Registrations
Other Businesses

(1) NSM Enterprises, LLC, not investment related, 1375 E. 71st Street, Tulsa, OK, 74136, Property Management, building maintenance, 01/2020, 2-3 hours per month, 2-3 hours per month during trading hours, property/building maintenance and repair. (2) Trinity Strategic Wealth a DBA of Tulsa Wealth Advisors, investment related, 1375 E 71st St, Tulsa, OK, 74136-5035, financial planning, Client Services Manager, 10/2025, 160 hours per month, 160 hours during trading hours, client account maintenance, placing trades, opening new accounts, processing transactions and transfers, financial planning, compliance/supervision duties, placing trades, processing transactions and transfers and opening acccounts.. (3) Tulsa Wealth Advisors, not investment related, 1375 E 71st St, Tulsa, OK, 74136, Payroll Entity, Employee/no duties, 10/2013, zero hours per month, zero hours per month during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-29
S63 Uniform Securities Agent State Law Examination 2014-10-20
  • S65 Uniform Investment Adviser Law Examination
    2016-02-29
  • S63 Uniform Securities Agent State Law Examination
    2014-10-20
Designations
Other Names
  • Karig Gene Stoup

View on SEC IAPD

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