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5740 Nw 132Nd St., Oklahoma City, OK 73142 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-02-21 |
| TX | RA | APPROVED | 2025-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cimarron Middle School | Edmond | OK | 08/2014 | 06/2017 |
| Broken Arrow High School | Broken Arrow | OK | 08/2017 | 06/2022 |
| University Of Oklahoma | Tulsa | OK | 08/2022 | Present |
| Akw Roofing | Tulsa | OK | 06/2023 | 08/2023 |
| Prime Wealth Management | Tulsa | OK | 01/2024 | 11/2024 |
| Windle Wealth | Oklahoma City | OK | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-21 |
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