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10425 S. 82Nd East Avenue Suite 110, Tulsa, OK 74133 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-07-01 |
| TX | RA | APPROVED | 2024-07-01 |
Branch Locations
10425 S. 82Nd East Avenue Suite 110, Tulsa, OK 74133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Doubleshot Coffee Company | Tulsa | OK | 11/2018 | 11/2020 |
| Biolief | Tulsa | OK | 03/2018 | 11/2018 |
| Hartman, Blackstock, & Moore | Tulsa | OK | 08/2012 | 03/2018 |
| Kestra Investment Services, Llc | Tulsa | OK | 08/2021 | 06/2024 |
| Kestra Advisory Services, Llc | Tulsa | OK | 05/2024 | 06/2024 |
| Relation Wealth Management, Inc. | Tulsa | OK | 07/2024 | Present |
| Premier Wealth Management | Tulsa | OK | 12/2020 | 06/2024 |
1) Relation Insurance, Inc.; not investment-related; 10425 E 82nd East Avenue, Suite 110, Tulsa, OK 74137; Licensed insurance agent; Insurance sales; Implementation of insurance recommendations; Start date: 10/2019; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-16 |
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