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William Henry Jezek

Olistico Wealth, LLC

Tulsa, OK

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Current Employers
Olistico Wealth, Llc

2431 East 61St Street Suite 175, Tulsa, OK 74136 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-07-19
OK RA APPROVED 2021-07-16
  • TX RA
    APPROVED
    Since 2021-07-19
  • OK RA
    APPROVED
    Since 2021-07-16

Branch Locations

2431 East 61St Street Suite 175, Tulsa, OK 74136 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc. Weehawken NJ 06/2018 08/2018
Texas Christian University Fort Worth TX 06/2018 05/2019
Ubs Financial Services Inc. Weehawken NJ 07/2019 07/2021
Olistico Wealth, Llc Tulsa OK 07/2021 Present
Student Fort Worth TX 08/2015 05/2019
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-11
  • S66 Uniform Combined State Law Examination
    2019-10-11
Other Names
  • William Jezek

View on SEC IAPD

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Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

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