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1214 East 33Rd Street, Tulsa, OK 74105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-02-10 |
| OK | RA | APP_PEND_IARCE | 2026-02-10 |
| PA | RA | APPROVED | 2026-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yeske Buie Inc. | San Fransisco | CA | 06/2015 | 10/2017 |
| Unemployed | San Francisco | CA | 10/2017 | 01/2018 |
| Abd Retirement Services, Inc. | San Francisco | CA | 01/2018 | 10/2018 |
| Abd Insurance & Financial Services | San Francisco | CA | 01/2018 | 10/2021 |
| Newfront Insurance | San Francisco | CA | 01/2018 | 10/2021 |
| Origin Financial | San Francisco | CA | 11/2021 | 01/2024 |
| Aldrich Wealth Lp | San Diego | CA | 01/2024 | 01/2025 |
| Root Financial Partners, Llc | Encinitas | CA | 04/2025 | 09/2025 |
| Oath Planning, Llc | Tulsa | OK | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-03-29 |
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