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321 S. Boston Ave Suite 300, Tulsa, OK 74103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| OK | RA | APPROVED | 2025-01-01 |
| GA | RA | APPROVED | 2023-03-06 |
| TX | RA | APPROVED | 2023-02-27 |
Branch Locations
321 S Boston Ave Suite 300, Tulsa, OK 74103 • United States
5900 S. Lake Forest Dr. Suite 300, Mckinney, TX 75070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Wealth Management | Tulsa | OK | 07/2002 | 03/2019 |
| Arvest Private Bank | Tulsa | OK | 03/2010 | 03/2019 |
| Sowell Management Services | North Little Rock | AR | 03/2019 | 09/2024 |
| Integra Private Wealth Management, Llc | Tulsa | OK | 11/2022 | Present |
1) INTEGRA MANAGEMENT GROUP, LOCATED AT 3340 E. 30TH PL N., TULSA, OK 74115. THIS IS NOT AN INVESTMENT RELATED BUSINESS AND BEGAN 11/05/2007. I AM THE OWNER OF THIS BUSINESS, SPENDING 64 HRS/MONTH, NONE DURING TRADING HOURS. THIS BUSINESS PROVIDES BUSINESS MANAGEMENT, BUSINESS CONSULTING, SPEAKING ENGAGEMENTS, AND WORKSHOPS. 2) CHURCH WITHOUT WALLS, CHURCH BUSINESS ADMINISTRATOR. NOT INVESTMENT RELATED. STARTED OCTOBER 2010. 1120 E. PINE ST., TULSA, OK 74106. 1-2 HOURS/MONTH, NONE DURING TRADING HOURS. 3) VISION IN PROGRESS MINISTRIES (MENTORING AGENCY). NON-PROFIT AND NOT INVESTMENT RELATED. STARTED IN AUGUST 2005 IN TULSA, OK. SERVICE AS VICE PRESIDENT AND MENTOR. 1-2 HOURS/MONTH, NONE DURING TRADING HOURS. 4) INSURANCE AGENT. INVESTMENT-RELATED. 16 HOURS/MONTH DURING TRADING HOURS. 5) CHRIS CARES FOUNDATION INC, TREASURER, NOT INVESTMENT RELATED 6) ALZHEIMER'S DIVERSITY OUTREACH SERVICES INCORPORATED, BOARD CHAIR, NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-01 |
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