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One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-01-09 |
Branch Locations
One Williams Center, Tulsa, OK 74172 • 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 |
|---|---|---|---|---|
| Bank Of Oklahoma | Tulsa | OK | 10/2021 | 01/2023 |
| Trent Finley Insurance Company | Tulsa | OK | 12/2020 | 10/2021 |
| Tulsa Welding School | Tulsa | OK | 06/2019 | 08/2020 |
| Oklahomas Credit Union | Tulsa | OK | 01/2019 | 01/2020 |
| Arvest Bank | Tulsa | OK | 11/2010 | 12/2018 |
| United States Army Reserves | Ft Smith Arkansas | OK | 06/2018 | Present |
| Bok Financial Securities, Inc. | Tulsa | OK | 01/2023 | Present |
| Bokf, Na | Tulsa | OK | 01/2023 | Present |
1) Name: Praett Properties Address: Private residential address Broken Arrow, OK Inv rel: N Start: October 2020 Position: Sole Proprietor Nature of OBA: Property Management and Rental Income Generation Hrs/mo: 4 Hrs/mo trade: 0 Description of duties: maintain residential properties 2) Name: Uber Location:1725 Third St., San Francisco, CA 94158 Investment related (y/n): n Start date: July 2026 Position held: driver Nature of outside business: rideshare Hrs/mo: 12 Hrs/mo during securities trading: 0 Brief description of duties: delivery of goods using rideshare app
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-30 |
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