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9175 S Yale Avenue Suite 100, Tulsa, OK 74137 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-06-22 |
Branch Locations
9175 S Yale Avenue Suite 100, Tulsa, OK 74137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charleston's Restaurant | Oklahoma City | OK | 05/2018 | 08/2018 |
| Exencial Wealth Advisors | Oklahoma City | OK | 05/2018 | 08/2018 |
| Exencial Wealth Advisors | Oklahoma City | OK | 05/2019 | 08/2019 |
| Exencial Wealth Advisors | Oklahoma City | OK | 05/2020 | 08/2020 |
| New York Life | Tulsa | OK | 08/2021 | 02/2022 |
| Morse And Co | Tulsa | OK | 04/2022 | 12/2023 |
| Integrated Tax Solutions | Tulsa | OK | 02/2024 | Present |
| Summit Wealth Group, Llc | Tulsa | OK | 06/2026 | Present |
| University Of Tulsa | Tulsa | OK | 08/2017 | 05/2021 |
| Home High School | Edmond | OK | 06/2016 | 07/2017 |
Integrated Tax Planning Non-Investment-Related 9175 South Yale, Suite 101 Tulsa, OK 74137 Tax Planning & Preparation Staff Accountant Start Date: 2/2024 Approximately 60 hours per month Approximately 60 hours per month during securities trading hours Enrolled Agent with the Internal Revenue Service practicing as a Tax and Bookkeeping Specialist
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-01 |
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