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Advisor at INTEGRA PRIVATE WEALTH MANAGEMENT, LLC
TULSA, OK | McKinney, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| INTEGRA PRIVATE WEALTH MANAGEMENT, LLC | State registered | Feb 27, 2023 | n/a | yes | TULSA, OK|McKinney, TX | Current employment |
| SOWELL MANAGEMENT | Independent wealth | Mar 18, 2019 | Sep 10, 2024 | no | Tulsa, OK|McKinney, TX|NORTH LITTLE ROCK, AR | Previous registration |
| ARVEST WEALTH MANAGEMENT | Independent wealth | Jun 2, 2006 | Mar 19, 2019 | no | ROGERS, AR|BROKEN ARROW, OK|TULSA, OK|TULSA, OK|TULSA, OK|TULSA, OK|TULSA, OK|TULSA, OK|LOWELL, AR|TULSA, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SOWELL MANAGEMENT | INTEGRA PRIVATE WEALTH MANAGEMENT, LLC | Sep 10, 2024 | Feb 27, 2023 | -561 | Firm change after gap | RIA to state RIA |
| ARVEST WEALTH MANAGEMENT | SOWELL MANAGEMENT | Mar 19, 2019 | Mar 18, 2019 | -1 | Firm change | Ibd to RIA |