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12 N Cheyenne Ave Suite 406, Tulsa, OK 74103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-04-16 |
Branch Locations
12 N Cheyenne Ave Suite 406, Tulsa, OK 74103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| College For Financial Planning | Lewisville | NC | 07/1998 | 03/2017 |
| Portfolio Resources Group, Inc. | Miami | FL | 01/2008 | 04/2021 |
| Sustainable Advisors Alliance Llc | Tulsa | OK | 04/2021 | Present |
| Portfolio Resources Advisor Group | Miami | FL | 01/2008 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1981-04-22 |
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