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1375 E. 71St Street, Tulsa, OK 74136 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Tulsa | OK | 12/1998 | 10/2025 |
| Raymond James Financial Services Advisors, Inc | Tulsa | OK | 01/2009 | 10/2025 |
| Millicon Properties Llc | Tulsa | OK | 07/2017 | Present |
| John Haste, Candidate For State Senate District 36 | Broken Arrow | OK | 06/2017 | 11/2018 |
| Tulsa Wealth Advisors, Inc. | Tulsa | OK | 10/2012 | 10/2025 |
| Trinity Strategic Wealth | Tulsa | OK | 09/2023 | 10/2025 |
| Trinity Strategic Wealth | Tulsa | OK | 10/2025 | Present |
| Cabot Lodge Securities Llc | Schaumburg | IL | 10/2025 | Present |
| Tulsa Wealth Advisors | Tulsa | OK | 12/1998 | Present |
1) Millicon Properties LLC, Tulsa, not investment related,1375 E 71st St, Tulsa, OK, 74136, Building our office occupies, Minority Shareholder, 07/2017, zero hours per month, zero hours per month during trading hours, no duties. (2) Trinity Strategic Wealth a DBA of Tulsa Wealth Advisors, not investment related, 1375 E 71st St, Tulsa, OK, 74136-5035, financial planning/risk management (insurance), Independent Agent Insurance, 12/1998, 2 hours per month, 2 hours during trading hours, offer life, long term care and fixed annuities to clients as appropriate. (3) Trinity Strategic Wealth a DBA of Tulsa Wealth Advisors, investment related, 1375 E 71st St, Tulsa, OK, 74136, Financial Planning, Financial advisor, 12/1998, 160 hours per month, 125 hours during trading hours, financial planning, investment management. (4) Tulsa Wealth Advisors, not investment related, 1375 E 71st St, Tulsa, OK, 74136, Payroll Entity, Employee, 12/1998, zero hours per month, zero hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-08 |
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