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616 East 63Rd Street Suite 201, Kansas City, MO 64110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-17 |
| OK | RA | APPROVED | 2025-03-10 |
Branch Locations
9315 S Toledo Ave. Ste. A, Tulsa, OK 74137 • United States
616 East 63Rd Street Suite 201, Kansas City, MO 64110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oklahoma State University | Stillwater | OK | 08/2014 | 05/2018 |
| Jsj Inc | Tulsa | OK | 05/2018 | 01/2021 |
| Dave Bryant Agency | Tulsa | OK | 01/2021 | 01/2023 |
| Farmers Financial Solutions | Tulsa | OK | 02/2022 | 12/2022 |
| Equitable Advisors, Llc Dba Lonergan Advisors | New York | NY | 10/2023 | 01/2025 |
| Lonergan Financial Services | Tulsa | OK | 06/2022 | 10/2023 |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2025 | Present |
| Greystone Capital Partners Group Dba Lonergan Advisors | Tulsa | OK | 02/2025 | Present |
1. Greystone Capital Partners Group d/b/a Lonergan Advisors, LLC. Investment related. At registered location. RIA. IAR. 2/2025. 160 hrs/month. 130 hrs during securities hrs. Investment advice. 2. Fixed insurance. Investment related. At registered location. Fixed insurance. Agent. 1/2025. 40 hrs/month. 40 hrs during securities hrs. Provide insurance advice based on needs of clients. 1. Purshe Kaplan Sterling Investments. Investment related. At registered location. Broker Dealer. Registered Representative. 2/2025. 160 hrs/month. 130 hrs during securities hrs. Brokerage Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-30 |
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