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200 East 7Th Street, Auburn, IN 46706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-02-22 |
| TX | RA | APPROVED | 2023-02-22 |
Branch Locations
5700 Nw 130Th St, Suite 1, Oklahoma City, OK 73142 • United States
200 East 7Th Street, Auburn, IN 46706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Third Seven Advisors, Llc | New York | NY | 10/2018 | 08/2019 |
| Portfolio Wealth Advisors | Albuquerque | NM | 09/2009 | 11/2018 |
| Portfolio Wealth Advisors | Albuquerque | NM | 03/2010 | 04/2019 |
| Miller Private Wealth Llc | Oklahoma City | OK | 08/2019 | 02/2023 |
| Red River Advisors, Llc | Oklahoma City | OK | 09/2009 | 02/2023 |
| Cx Institutional, Llc | Oklahoma City | OK | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-29 |
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