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Current Employers
Integra Private Wealth Management, Llc

321 S. Boston Ave Suite 300, Tulsa, OK 74103 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
OK RA APPROVED 2025-01-01
GA RA APPROVED 2023-03-06
TX RA APPROVED 2023-02-27
  • FL RA
    APPROVED
    Since 2025-01-01
  • OK RA
    APPROVED
    Since 2025-01-01
  • GA RA
    APPROVED
    Since 2023-03-06
  • TX RA
    APPROVED
    Since 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

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
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
Previous Registrations
  • 2019-03-18 → 2024-09-10
    Tulsa, OK
    Mckinney, TX
    North Little Rock, AR
  • 2006-06-02 → 2019-03-19
    Rogers, AR
    Broken Arrow, OK
    Tulsa, OK
    Tulsa, OK
    Tulsa, OK
    Tulsa, OK
    Tulsa, OK
    Tulsa, OK
    Lowell, AR
    Tulsa, OK
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-01
  • S66 Uniform Combined State Law Examination
    2006-06-01

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