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5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-23 |
| OK | RA | APPROVED | 2024-10-01 |
Branch Locations
7136 S. Yale Avenue Suite 200, Tulsa, OK 74136 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Persimmon Group | Tulsa | OK | 08/2015 | 01/2017 |
| Hometown Home Health | Owasso | OK | 01/2017 | 01/2018 |
| Paradigm Shift | Muskogee | OK | 01/2017 | Present |
| Guardian Life Insurance | Tulsa | OK | 01/2018 | 09/2024 |
| Park Avenue Securities | Tulsa | OK | 01/2020 | 09/2024 |
| Mariner Inderpendent | Overland Park | KS | 10/2024 | Present |
| Regent Private Wealth | Tulsa | OK | 10/2024 | Present |
1) Manghum Consulting LLC-; Not investment related, Tulsa, OK, Consulting Business, Owner, Start date: 2/1/2016, 8 hours per month, 8 hours during trading hours, Provides leadership training, teaching, life/business coaching, financial literacy, 2) Regent Private Wealth; Investment related, Tulsa, OK, Offering investment services through Mariner Platform Solutions/Mariner Independent, start date; 10/2024, 160 hours per month during securities trading hours. 3) Regent Insurance, LLC; Investment related; Tulsa, OK, Insurance broker, Start date: 10/2024, 20 hour per month, 20 hours during trading hours, Help clients broker their insurance needs - life, disability, and group medical (specifically for business owner clients).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-03 |
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