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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-02-03 |
| TX | RA | APPROVED | 2026-02-03 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Edmond, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joe Kreger/Northwestern Mutual Investment Services Llc | Oklahoma City | OK | 09/2017 | 04/2022 |
| Northeastern State University | Broken Arrow | OK | 01/2013 | 08/2017 |
| Deep Fork, Llc | Edmond | OK | 01/2012 | 02/2022 |
| Northeastern State University | Broken Arrow | OK | 08/2017 | Present |
| Arvest Wealth Management | Oklahoma City | OK | 05/2022 | 01/2026 |
| Arvest Bank | Oklahoma City | OK | 05/2022 | 01/2026 |
| Savvy | Edmond | OK | 01/2026 | Present |
1) Deep Fork, LLC; investment related; Serves as the DBA and pass through entity for Savvy Wealth clients and for tax reporting purposes for the owner (myself); 01/30/2026; Edmond, OK; Owner; 40 hr/week; 40 hr/during trading (same hours as role at Savvy - this is the DBA for this role). 2) Non-investment related: Owner of Deep Fork Lake, LLC; Edmond, OK; Own and manage a piece of real estate used mainly for recreational purposes by my immediate family; Owner/real estate management; Nov 2, 2021; 3 hr/month; 0 hr/trading 3) Non-investment related: Teaching as an adjunct (part-time) finance instructor at Northeastern State University (OK) for online teaching in non-office hours. This is comprised of one to two classes per semester. 4-6 hours per month 4) Deep Fork Capital, LLC, Investment Related, Edmond, OK; Chief Investment Officer; investment manager for the partnership of Deep Fork Partners, LP; June 30, 2026; 50-80 hours per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-05-31 |
| S66 | Uniform Combined State Law Examination | 1999-04-22 |
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