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4525 East 91St Street, Tulsa, OK 74137 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-18 |
| OK | RA | APPROVED | 2019-06-20 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wunderlich Securities, Inc. | Memphis | TN | 12/2012 | 06/2019 |
| Cadent Capital Advisors, Llc | Tulsa | OK | 06/2019 | Present |
| B. Riley Wealth Management | Tulsa | OK | 12/2012 | 06/2019 |
ST. PAUL PLACE, DALLAS, TEXAS; BUSINESS IS INVESTMENT RELATED; NEW OFFICE TOWER FOR COMMERCIAL OCCUPANCY BUT BUSINESSES, ETC. - REAL ESTATE INVESTMENT/RENTAL PROPERTY; START: FEBRUARY 2016; NO TITLE, NO RESPONSIBILITIES, PURELY PASSIVE; 0 HOURS DEVOTED TO ACTIVITY PER MONTH; 0 HOURS DEVOTED TO ACTIVITY DURING TRADING HOURS; PERCENTAGE OF LEASE INCOME ONLY - ROUGHLY 5%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 1980-09-10 |
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