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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
2020 South Lewis Ave Suite 100, Tulsa, OK 74104-5757 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matthews Ford | Broken Arrow | OK | 01/2016 | 10/2017 |
| Nc Morgan | Tuscaloosa | AL | 12/2017 | 01/2018 |
| Texas Roadhouse | Tuscaloosa | AL | 02/2018 | 06/2018 |
| University Of Alabama | Tuscaloosa | AL | 08/2018 | 01/2019 |
| Bakr Holdings Llc | Northport | AL | 03/2019 | 07/2019 |
| Unemployed | Carterville | IL | 07/2019 | 10/2019 |
| Regions | Carbondale | IL | 10/2019 | 05/2022 |
| Bank Of Oklahoma | Grove | OK | 05/2022 | 02/2023 |
| Fidelity Investments | Tulsa | OK | 02/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-13 |
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