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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Warburton Capital Management | Tulsa | OK | 09/2021 | 12/2021 |
| Ttcu Fcu | Tulsa | OK | 06/2019 | 09/2021 |
| Oral Roberts University | Tulsa | OK | 08/2015 | 08/2019 |
| Oral Roberts University | Tulsa | OK | 08/2016 | 05/2017 |
| Oral Roberts University | Tulsa | OK | 08/2017 | 05/2018 |
| Oral Roberts University | Tulsa | OK | 08/2018 | 05/2019 |
| Unemployed | Tulsa | OK | 01/2022 | 02/2022 |
| Ameriprise Financial | Tulsa | OK | 02/2022 | 03/2023 |
| Drawbridge Capital | Tulsa | OK | 03/2023 | 01/2025 |
| Lpl Financial, Llc | Tulsa | OK | 04/2023 | 01/2025 |
| Arvest Wealth Management | Broken Arrow | OK | 01/2025 | 09/2025 |
| Arvest Bank | Broken Arrow | OK | 01/2025 | 09/2025 |
| Mariner | Overland Park | KS | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-27 |
| S65 | Uniform Investment Adviser Law Examination | 2022-01-29 |
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