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Inactive

Jackson Paul Mazzei

Trinity Strategic Wealth

Tulsa, OK

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Current Employers
Trinity Strategic Wealth

1375 E. 71St Street, Tulsa, OK 74136 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2026-02-27
  • OK RA
    APPROVED
    Since 2026-02-27

Branch Locations

1375 E. 71St Street, 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
Time To Revive Dallas TX 05/2024 01/2026
Trinity Strategic Wealth Tulsa OK 01/2026 Present
Texas Capital Securities Dallas TX 05/2023 07/2023
Baylor University Waco TX 09/2020 05/2024
Regent Prep School Tulsa OK 01/2016 09/2020
  • 05/2024 → 01/2026
    Time To Revive
    Dallas, TX
  • 01/2026 → Present
    Trinity Strategic Wealth
    Tulsa, OK
  • 05/2023 → 07/2023
    Texas Capital Securities
    Dallas, TX
  • 09/2020 → 05/2024
    Baylor University
    Waco, TX
  • 01/2016 → 09/2020
    Regent Prep School
    Tulsa, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-27
  • S65 Uniform Investment Adviser Law Examination
    2026-02-27

View on SEC IAPD

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Other Investors

OANH STANGER
DAVID MONROE POARCH
ROBERT BRETT KRAMER
AIMEE NICOLE BOYER
ROBERT WILIAM MOORE
JOEL BERNARD KANTOR
Jayme Don Fowler
Anthony Charles Dionisio

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

More in Tulsa, OK

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