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Weston James Cunningham

Hogantaylor Wealth

Oklahoma City, OK

Tulsa, OK

CRD 7852919

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Employer firm

Hogantaylor Wealth CRD 129696

$593M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Hogantaylor Wealth

2222 S. Utica Place Suite 200, Tulsa, OK 74114-7000 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2024-01-09
  • OK RA
    APPROVED
    Since 2024-01-09

Branch Locations

1225 N Broadway Ave Suite #200, Oklahoma City, OK 73103 • United States

2222 S. Utica Place Suite 200, Tulsa, OK 74114-7000 • 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
Hoganatylor Wealth Tulsa OK 01/2023 Present
Student Tulsa OK 01/2014 05/2023
  • 01/2023 → Present
    Hoganatylor Wealth
    Tulsa, OK
  • 01/2014 → 05/2023
    Student
    Tulsa, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-30
  • S65 Uniform Investment Adviser Law Examination
    2023-12-30

View on SEC IAPD

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