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One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-04-15 |
| MO | RA | APPROVED | 2026-04-15 |
Branch Locations
12112 Metcalf Ave., Overland Park, KS 66213 • United States
499 West Sheridan Avenue 25Th, 26Th And 27Th Floors, Oklahoma City, OK 73102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creighton University | Omaha | NE | 08/2023 | 05/2024 |
| Morgan Stanley | Tulsa | OK | 06/2023 | 07/2023 |
| Creighton University | Omaha | NE | 08/2022 | 05/2023 |
| Morgan Stanley | Tulsa | OK | 06/2022 | 07/2022 |
| Creighton University | Omaha | OK | 08/2021 | 05/2022 |
| H2O Joe's Waterpark | Tulsa | OK | 06/2021 | 07/2021 |
| Creighton University | Omaha | NE | 08/2020 | 05/2021 |
| Unemployed | Tulsa | OK | 12/2017 | 07/2020 |
| Blue Moon Cafe | Tulsa | OK | 10/2016 | 11/2017 |
| Unemployed | Tulsa | OK | 05/2024 | 07/2024 |
| Unemployed | Tulsa | OK | 01/2014 | 09/2016 |
| Cetera Wealth Services Llc | El Segundo | CA | 07/2024 | 03/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2024 | 03/2026 |
| Bok Financial Securities, Inc. | Overland Park | KS | 04/2026 | Present |
| Bokf, Na | Overland Park | KS | 04/2026 | Present |
| Renaissance Financial | Overland Park | KS | 11/2024 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-19 |
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