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John Whitney Day

Wealth Advisors, L.L.C.

Broken Arrow, OK

CRD 1505499

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Employer firm

Wealth Advisors, L.l.c. CRD 131248

$27.2M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • PORTFOLIO CONSULTATION SERVICES

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

Current Employers
Wealth Advisors, L.L.C.

1050 East Tucson St, Broken Arrow, OK 74011 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APP_PEND_IARCE 2026-03-11
  • OK RA
    APP_PEND_IARCE
    Since 2026-03-11

Branch Locations

1050 East Tucson St, Broken Arrow, OK 74011 • 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
Wealth Advisors, Llc Tulsa OK 04/2004 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-06-13
S63 Uniform Securities Agent State Law Examination 1986-08-01
  • S65 Uniform Investment Adviser Law Examination
    1997-06-13
  • S63 Uniform Securities Agent State Law Examination
    1986-08-01

View on SEC IAPD

Nearby Firms

EDWARD JONES
IMPACT PARTNERSHIP WEALTH, LLC
LPL FINANCIAL LLC

Nearby Investors

Kyle Douglas Canida
Robyn Havener
Brett Alan James

Nearby Offices

EDWARD JONES · Broken Arrow, OK
IMPACT PARTNERSHIP WEALTH, LLC · Broken Arrow, OK
LPL FINANCIAL LLC · BROKEN ARROW, OK

More in Broken Arrow, OK

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