Caleb James Mazzei

Current Employers

Employment History

• 08/2023 → 10/2025
  Trinity Strategic Wealth (Formerly Tulsa Wealth Advisors)
  Tulsa, OK
• 06/2023 → 08/2023
  Unemployed
  Tulsa, OK
• 08/2021 → 05/2023
  University Of Oklahoma
  Norman, OK
• 06/2022 → 08/2022
  Tulsa Wealth Advisors (Now Trinity Strategic Wealth)
  Tulsa, OK
• 06/2021 → 07/2021
  Freddy's Frozen Custard And Steakburgers
  Tulsa, OK
• 08/2017 → 05/2021
  Oral Roberts University
  Tulsa, OK
• 08/2020 → 05/2021
  Oral Roberts University
  Tulsa, OK
• 05/2015 → 08/2017
  Jay's Original Hoagies
  Tulsa, OK
• 11/2013 → 05/2017
  Regent Preparatory School
  Tulsa, OK
• 11/2023 → 10/2025
  Raymond James Financial Services, Inc.
  Tulsa, OK
• 06/2022 → 08/2022
  Raymond James Financial Services, Inc.
  Tulsa, OK
• 08/2023 → 11/2023
  Raymond James Financial Services, Inc.
  Tulsa, OK
• 01/2024 → 10/2025
  Raymond James Financial Services Advisors, Inc
  Tulsa, OK
• 10/2025 → Present
  Cabot Lodge Securities Llc
  Schaumburg, IL
• 10/2025 → Present
  Trinity Strategic Wealth
  Tulsa, OK
• 08/2023 → Present
  Tulsa Wealth Advisors
  Tulsa, OK

Previous Registrations

• 2024-01-09 → 2025-10-03
  Raymond James Financial Services Advisors, Inc
  Tulsa, OK

Other Businesses

(1 Trinity Strategic Wealth, a DBA of Tulsa Wealth Advisors, investment related, 1375 E 71st St, Tulsa, OK, 74136-5035, financial planning, Financial Advisor, 10/2025, 160 hours per month, 130 hour per month during trading hours, manage client investment accounts, build comprehensive financial plans, administrative duties, money movement, opening accounts. (2) Tulsa Wealth Advisors, not investment related, 1375 E 71st St, Tulsa, OK, 74136, Payroll Entity, Employee/no duties; 8/2023, 0 hours per month, 0 hours per month during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2023-12-13