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730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-07-10 |
Branch Locations
730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
8801 S. Yale Ave Suite 120, Tulsa, OK 74137 • United States
845 E. 33Rd Street, Edmond, OK 73013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Slate River Financial | Edmond | OK | 06/2011 | Present |
| Triad Wealth Partners | Lawrence | KS | 07/2026 | Present |
1. Name of other Business: Slate River Financial; Investment Related: Yes; 845 E. 33rd Street, Edmond, OK 73013; Nature of Business: Insurance Sales; Position/Title: Insurance Agent; Start Date: June 2011; Approximate Number of hours/month: Varies per month, represents a material amount of time; During trading hours: Varies; Duties relating to business: Service and Sales of Insurance lines including health and life insurance and annuities. 2. Name of other Business: Trash Panda Properties, LLC; Investment Related: No; Nature of Business: LLC for Real Estate Holdings; Position/Title: Owner; Start Date: November 2024; Approximate Number of hours/month:10 hours per month; During trading hours: Varies; Duties relating to business: LLC for Real Estate Holdings 3.Name of other Business: Trash Panda Landscaping, LLC; Investment Related: No; Nature of Business: LLC for Landscaping; Position/Title: Owner; Start Date: December 2025; Approximate Number of hours/month: 10 hours per month; During trading hours: Varies; Duties relating to business: Landscaping
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-06 |
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