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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-07-06 |
| TX | RA | APPROVED | 2026-07-06 |
Branch Locations
2222 South Utica Place Suite 300, Tulsa, OK 74114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Advisors, Inc. | Tulsa | OK | 03/2021 | 06/2026 |
| University Of Notre Dame | South Bend | IN | 08/2016 | 05/2020 |
| University Of Tulsa | Tulsa | OK | 01/2021 | 03/2021 |
| Unemployed | Tulsa | OK | 05/2020 | 12/2020 |
| Corient | Tulsa | OK | 06/2026 | Present |
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