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1214 East 33Rd Street, Tulsa, OK 74105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-03 |
Branch Locations
1 Chisholm Trail Road Suite 450, Round Rock, TX 78681 • United States
1214 East 33Rd Street, Tulsa, OK 74105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oath Law, By Rty, Law | Round Rock | TX | 08/2021 | Present |
| Unitypoint Health | West Des Moines | IA | 01/2020 | 08/2021 |
| Student | Ames | IA | 11/2011 | 06/2018 |
| Best Buy | Ankeny | IA | 09/2014 | 09/2016 |
| Kpmg | Des Moines | IA | 09/2017 | 12/2017 |
| Ableup | Ames | IA | 09/2016 | 08/2018 |
| Student | Des Moines | IA | 08/2018 | 05/2021 |
| Iowa Legal Aid | Des Moines | IA | 07/2019 | 12/2019 |
| Oath Planning, Llc | Tulsa | OK | 08/2021 | Present |
OATH LAW, NON-INVESTMENT RELATED, 1 CHISHOLM TRAIL ROAD, SUITE 450, ROUND ROCK, TX, LAW FIRM, ATTORNEY, SINCE AUGUST 2021, DEVOTES APPROXIMATELY 65 HOURS PER MONTH MOST OF WHICH ARE DURING SECURITIES TRADING HOURS. DUTIES INCLUDE WORKING WITH CLIENTS ON ESTATE PLANNING, TRUSTS AND WILLS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-28 |
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