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1375 E. 71St Street, Tulsa, OK 74136 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quiktrip | Tulsa | OK | 02/2020 | 08/2020 |
| The University Of Oklahoma | Norman | OK | 08/2020 | 12/2023 |
| Amazon | Tulsa | OK | 05/2021 | 08/2021 |
| Backyard Depot | Tulsa | OK | 05/2022 | 08/2022 |
| Tulsa Wealth Advisors | Tulsa | OK | 06/2023 | 07/2023 |
| Backyard Depot | Tulsa | OK | 01/2024 | 09/2024 |
| Trinity Strategic Wealth | Tulsa | OK | 09/2024 | 10/2025 |
| Bixby High School | Bixby | OK | 08/2016 | 05/2020 |
| Raymond James Financial Services, Inc. | Tulsa | OK | 09/2024 | 10/2025 |
| Raymond James Financial Services Advisors, Inc | Tulsa | OK | 05/2025 | 10/2025 |
| Trinity Strategic Wealth | Tulsa | OK | 10/2025 | Present |
| Cabot Lodge Securities Llc | Schaumburg | IL | 11/2025 | Present |
| Tulsa Wealth Advisors | Tulsa | OK | 09/2024 | Present |
1) Tulsa Wealth Advisors, not investment related, Tulsa, OK, payroll entity, employee, 9/2024, zero hours per month, zero hours during trading hours. 2) Trinity Strategic Wealth a DBA of Tulsa Wealth Advisors, investment related, Tulsa, OK, financial planning firm, Investment Advisor Representative, 10/2025, 170 hours per month, 120 hours during trading hours, client financial planning, account maintenance, making trades, receiving in-bound calls, client education, ongoing relationship management documentation and reporting. Market research and analysis.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-25 |
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