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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-07-07 |
| TX | RA | APPROVED | 2026-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Advisors, Inc. | Tulsa | OK | 02/2018 | 06/2026 |
| Merck | Tulsa | OK | 10/2003 | 01/2018 |
| Corient | Tulsa | OK | 06/2026 | Present |
(1.) NAME OF OBA: TORNADO STORAGE; ADDRESS OF OBA: DRUMRIGHT, OK 74030; NATURE: MINI STORAGE; INVESTMENT RELATED: NO; TITLE WITH OBA: OWNER; DUTIES: VISIT 1X MONTHLY TO RECONCILE MONTH END ACCOUNTING WITH THE MANAGER; START DATE: 10/2012; APPROX. NUMBER OF HOURS/MONTH: 3; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: JTS PROPERTIES LLC; ADDRESS OF OBA: TULSA, OK 74137; NATURE: RENTAL HOMES; INVESTMENT RELATED: NO; TITLE WITH OBA: OWNER; DUTIES: COLLECT MONTHLY RENT; START DATE: 02/2015; APPROX. NUMBER OF HOURS/MONTH: 6; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0 (3.) NAME OF OBA: ALERT PLUMBING AND DRAIN ADDRESS OF OBA: TULSA, OK 74137 NATURE: PLUMBING BUSINESS INVESTMENT RELATED: NO TITLE WITH OBA: LIMITED PARTNER DUTIES: LIMITED PARTNER THAT HAS MADE A CONTRIBUTION FINANCIALLY TO SUPPORT THE CONTINUED BUSINESS SUCCESS START DATE: 03/2022 APPROX. NUMBER OF HOURS/MONTH: 5-10 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-01 |
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