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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-10-18 |
Branch Locations
1350 S Boulder Ave Ste 300, Tulsa, OK 74119 • United States
5420 Lbj Freeway Suite 1940, Dallas, TX 75240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Financial Group | Tulsa | OK | 09/2023 | Present |
| Unemployed | Tulsa | OK | 07/2023 | 08/2023 |
| Paycom Payroll | Tulsa | OK | 08/2022 | 06/2023 |
| Paycom Payroll | Stillwater | OK | 08/2021 | 07/2022 |
| Paycom Payroll | Oklahoma City | OK | 06/2021 | 07/2021 |
| Industrial Engineering & Management At Oklahoma State University | Stillwater | OK | 08/2020 | 04/2022 |
| Monarch Marketing Group | Oklahoma City | OK | 01/2020 | 04/2020 |
| Unemployed | Edmond | OK | 04/2014 | 12/2019 |
| Unemployed | Stillwater | OK | 05/2020 | 07/2020 |
| Oklahoma State University | Stillwater | OK | 08/2021 | 07/2022 |
| Cetera Advisor Networks | El Segundo | CA | 09/2023 | 05/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2024 | Present |
1. NAME OF OTHER BUSINESS: SUMMIT FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE, BENEFITS, AND INVESTMENTS START DATE: 9/2023 POSITION/TITLE/RELATIONSHIP: CLIENT SERVICE REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: PROVIDING EDUCATION TO PLAN PARTICIPANTS AND ASSIST ACCOUNT MANAGERS IN SERVING THEIR PLANS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-17 |
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