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2431 East 61St Street Suite 175, Tulsa, OK 74136 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2021-08-31 |
| TX | RA | APPROVED_RES | 2021-07-20 |
Branch Locations
2431 East 61St Street Suite 175, Tulsa, OK 74136 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Tulsa | OK | 05/2001 | 07/2021 |
| Olistico Wealth, Llc | Tulsa | OK | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-21 |
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