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Cooper Thomas Williamson

Olistico Wealth, LLC

Tulsa, OK

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Current Employers
Olistico Wealth, Llc

2431 East 61St Street Suite 175, Tulsa, OK 74136 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2022-10-14
TX RA APPROVED 2022-10-14
  • OK RA
    APPROVED
    Since 2022-10-14
  • TX RA
    APPROVED
    Since 2022-10-14

Branch Locations

2431 East 61St Street Suite 175, Tulsa, OK 74136 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Olistico Wealth, Llc Tulsa OK 08/2021 Present
Olistico Wealth Tulsa OK 08/2021 Present
Student Tulsa OK 08/2017 05/2021
Oklahoma Surgical Hospital Tulsa OK 06/2020 08/2020
Johns Hopkins Center For Talented Youth Santa Cruz CA 06/2019 08/2019
Oklahoma Surgical Hospital Tulsa OK 06/2017 08/2017
Student Tulsa OK 08/2012 05/2017
  • 08/2021 → Present
    Olistico Wealth, Llc
    Tulsa, OK
  • 08/2021 → Present
    Olistico Wealth
    Tulsa, OK
  • 08/2017 → 05/2021
    Student
    Tulsa, OK
  • 06/2020 → 08/2020
    Oklahoma Surgical Hospital
    Tulsa, OK
  • 06/2019 → 08/2019
    Johns Hopkins Center For Talented Youth
    Santa Cruz, CA
  • 06/2017 → 08/2017
    Oklahoma Surgical Hospital
    Tulsa, OK
  • 08/2012 → 05/2017
    Student
    Tulsa, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-10
  • S65 Uniform Investment Adviser Law Examination
    2022-10-10

View on SEC IAPD

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Other Investors

OANH STANGER
DAVID MONROE POARCH
ROBERT BRETT KRAMER
AIMEE NICOLE BOYER
ROBERT WILIAM MOORE
JOEL BERNARD KANTOR
Jayme Don Fowler
Anthony Charles Dionisio

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

More in Tulsa, OK

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