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Jenks, OK • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-04-02 |
| LA | RA | APPROVED | 2024-12-09 |
| OK | RA | APPROVED | 2023-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Upperline Financial Planning | New Orleans | LA | 06/2016 | 09/2017 |
| The Planning Center, Inc. | Moline | IL | 06/2016 | 07/2020 |
| Facet Wealth | Baltimore | MD | 07/2020 | 11/2023 |
| Styled Wealth, Llc | Jenks | OK | 09/2023 | Present |
| Nectarine | Jenks | OK | 04/2024 | 03/2025 |
1) Certified Financial Planner Board of Standards, Inc.; not investment-related; 499 Washington Boulevard, Jersey City, NJ 07310; professional certification and standards-setting organization for financial planning professionals; CFP Board Ambassador; 6/2024; 3 hours/month devoted; 1 hours/month during securities trading hours; raising awareness for CFP® certification through media outlets, social media, interviews, and other sources of communication. 2) Forbes Media LLC; not investment-related; 1425 K Street Northwest, Suite 800, Washington, DC 20005; media outlet; Forbes Advisor Advisory Board; 4/2024; 1 hours/month devoted; 0 hours/month during securities trading hours; reviewing articles related to investing and retirement for completeness and accuracy.
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