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4625 E. 91St Street, Tulsa, OK 74137 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-12-22 |
| TX | RA | APPROVED_RES | 2017-12-04 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Sii Investments | Tulsa | OK | 07/2006 | 12/2017 |
| The Advisory Resource Group, Llc | Tulsa | OK | 12/2017 | Present |
| Compass Pointe Financial Llc | Tulsa | OK | 12/2017 | Present |
| M.S. Howells & Co | Scottsdale | AZ | 12/2017 | Present |
1. SEPT 2012; ESTATE NEEDS ADVISORS, TULSA, OK; INVESTMENT RELATED; FIXED INSURANCE SALES; OWNER/PRODUCER; DEVOTE 5 HRS/MONTH DURING MARKET HOURS. 2. DEC 2017; THE ADVISORY RESOURCE GROUP DBA COMPASS POINT; INVESTMENT RELATED; REGISTERED INVESTMENT ADVISOR; CEO, IAR; OPERATING FIRM, PROVIDING IA SERVICES; DEVOTE 120 HRS/MONTH DURING MARKET HOURS. 3. Pagoda Leasing LLC; Non-Investment related; Oklahoma City, OK; Nature- Homeowner; Position/Title- Co-Trustee; Start date- 9.12.23; Approximately 0 hours per month, 0 during trading hours; Description- None
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-08 |
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