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4506 S Harvard Ave, Tulsa, OK 74135 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2018-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritrust Investment Advisors, Inc. | Tulsa | OK | 09/2017 | Present |
| None | Tulsa | OK | 08/2017 | 09/2017 |
| Heritage Trust Company | Oklahoma City | OK | 01/2015 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-16 |
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