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10425 S. 82Nd East Avenue Suite 110, Tulsa, OK 74133 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2024-07-02 |
Branch Locations
10425 S. 82Nd East Avenue Suite 110, Tulsa, OK 74133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nfp Advisor Services, Llc | Austin | TX | 03/2007 | 09/2016 |
| Kestra Advisory Services, Llc | Tulsa | OK | 04/2016 | 06/2024 |
| Kestra Investment Services, Llc | Tulsa | OK | 03/2007 | 06/2024 |
| Relation Wealth Management, Inc. | Tulsa | OK | 06/2024 | Present |
1) Relation Insurance, Inc.; not investment-related; 10425 E 82nd East Avenue, Suite 110, Tulsa, OK 74137; Licensed insurance agent; Insurance sales; Implementation of insurance recommendations; Start date: 10/2019; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-10-15 |
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