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Jaylon Scott Rodriguez

Ameritrust Investment Advisors Inc

Tulsa, OK

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Current Employers
Ameritrust Investment Advisors Inc

4506 S Harvard Ave, Tulsa, OK 74135 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2023-10-09
  • OK RA
    APPROVED
    Since 2023-10-09

Branch Locations

4506 S Harvard Ave, Tulsa, OK 74135 • 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
Ameritrust Investment Advisors, Inc Tulsa OK 03/2023 Present
Thunderbird Berry Farm Broken Arrow OK 05/2017 02/2023
University Of Oklahoma Norman OK 08/2017 12/2022
Vail Resorts Breckenridge CO 12/2020 04/2021
Owasso High School Owasso OK 08/2013 07/2017
  • 03/2023 → Present
    Ameritrust Investment Advisors, Inc
    Tulsa, OK
  • 05/2017 → 02/2023
    Thunderbird Berry Farm
    Broken Arrow, OK
  • 08/2017 → 12/2022
    University Of Oklahoma
    Norman, OK
  • 12/2020 → 04/2021
    Vail Resorts
    Breckenridge, CO
  • 08/2013 → 07/2017
    Owasso High School
    Owasso, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-09
  • S65 Uniform Investment Adviser Law Examination
    2023-10-09

View on SEC IAPD

Other Firms

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

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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