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1604 South Peoria Avenue, Tulsa, OK 74120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-07-13 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Tulsa | OK | 02/2021 | 05/2021 |
| Farmers Insurance The Dawn Hathcoat Agency | Tulsa | OK | 05/2015 | 02/2021 |
| Landers Chevrolet Of Norman | Norman | OK | 08/2018 | 06/2019 |
| Morgan Stanley | Tulsa | OK | 05/2021 | 04/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2021 | 04/2023 |
| Ameriprise Financial Services, Llc | Tulsa | OK | 09/2024 | 09/2024 |
| Bungeefit Llc | Broken Arrow | OK | 04/2023 | 01/2024 |
| Homemaker | Tulsa | OK | 01/2024 | 09/2024 |
| Independent Consultant | Tulsa | OK | 03/2023 | 03/2026 |
| Mendenhall Capital Management, Llc | Tulsa | OK | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-10 |
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