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6120 S Yale Ave Suite 100, Tulsa, OK 74136-4213 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2021-10-04 |
| TX | RA | APPROVED_RES | 2021-10-04 |
Branch Locations
6120 S Yale Ave Suite 100, Tulsa, OK 74136-4213 • 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 |
|---|---|---|---|---|
| Vsr Financial Services, Inc. | Overland Park | KS | 08/2010 | 09/2016 |
| Vsr Advisory Services, Inc. | Overland Park | KS | 08/2010 | 09/2016 |
| Summit Brokerage Services, Inc. | Tulsa | OK | 09/2016 | 06/2017 |
| Summit Financial Group Inc | Boca Raton | FL | 09/2016 | 06/2017 |
| Lexaurum Advisors, Llc | Overland Park | KS | 06/2017 | 09/2021 |
| Sageoak Financial, Llc | Tulsa | OK | 10/2021 | 01/2022 |
| Seasons Financial Group Llc | Tulsa | OK | 10/2008 | 12/2021 |
| Sageoak Financial, Llc Dba Seasons Financial Group | Tulsa | OK | 01/2022 | 03/2026 |
| Sageoak Financial, Llc | Tulsa | OK | 01/2022 | Present |
SEASONS RE LLC; NOT INVESTMENT RELATED; 6964 SOUTH 69TH EAST AVENUE TULSA OK 74133; REAL ESTATE; Managing Partner; May 2014; 1 HOUR A MONTH, No hours DURING TRADING HOURS; COMMERCIAL REAL ESTATE LEASE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-21 |
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