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1375 E. 71St Street, Tulsa, OK 74136 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of Oklahoma | Tulsa | OK | 05/2016 | 10/2019 |
| Raymond James Financial Services, Inc. | Tulsa | OK | 11/2019 | Present |
| Raymond James Financial Services, Inc. | Tulsa | OK | 10/2019 | 11/2019 |
| Raymond James Financial Services Advisors | Tulsa | OK | 12/2019 | 10/2025 |
| Tulsa Wealth Advisors, Inc. | Tulsa | OK | 10/2020 | 10/2025 |
| Trinity Strategic Wealth | Tulsa | OK | 09/2023 | 12/2023 |
| Trinity Strategic Wealth | Tulsa | OK | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-12-06 |
| S65 | Uniform Investment Adviser Law Examination | 2017-03-28 |
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