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12 N Cheyenne Ave Suite 406, Tulsa, OK 74103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-11-19 |
| TX | RA | APPROVED | 2021-01-04 |
Branch Locations
12 N Cheyenne Ave Suite 406, Tulsa, OK 74103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors | Leawood | KS | 08/2014 | 12/2017 |
| First Point | Leawood | KS | 08/2014 | 12/2017 |
| Skye Advisors Llc | Tulsa | OK | 12/2017 | Present |
| Sustainable Advisors Alliance Llc | Tulsa | OK | 12/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-09 |
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