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One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-02-25 |
Branch Locations
499 West Sheridan Avenue 25Th, 26Th And 27Th Floors, Oklahoma City, OK 73102 • United States
One Williams Center, Tulsa, OK 74172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southern Nazarene University | Bethany | OK | 08/2016 | 05/2020 |
| Pinion Construction | Oklahoma City | OK | 05/2017 | 08/2017 |
| Affordable Pool Solutions | Oklahoma City | OK | 05/2018 | 11/2019 |
| Cornerstone Financial Partners/P&C | Edmond | OK | 06/2020 | 05/2022 |
| Mass Mutual | Oklahoma City | OK | 09/2020 | 06/2021 |
| Mayfield Middle School | Oklahoma City | OK | 09/2020 | 05/2022 |
| Royal Alliance | Oklahoma City | OK | 05/2022 | 06/2023 |
| Osaic Wealth, Inc | Oklahoma City | OK | 06/2023 | 02/2025 |
| Odyssey Financial Group | Oklahoma City | OK | 05/2022 | 02/2025 |
| Bok Financial Securities, Inc. | Oklahoma City | OK | 02/2025 | Present |
| Bokf, Na | Oklahoma City | OK | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-09 |
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