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Advisor at SCISSORTAIL WEALTH MANAGEMENT, LLC
TULSA, OK
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 |
|---|---|---|---|---|---|---|
| SCISSORTAIL WEALTH MANAGEMENT, LLC | Independent wealth | Jan 15, 2023 | n/a | yes | TULSA, OK | Current employment |
| SCISSORTAIL WEALTH MANAGEMENT, LLC | Independent wealth | Nov 9, 2018 | Dec 31, 2022 | no | TULSA, OK | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jan 16, 2009 | Nov 19, 2018 | no | TULSA, OK | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jul 7, 1999 | Jan 20, 2009 | no | TULSA, OK|TULSA, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | SCISSORTAIL WEALTH MANAGEMENT, LLC | Nov 19, 2018 | Nov 9, 2018 | -10 | Firm change | Wirehouse to new firm |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | UBS FINANCIAL SERVICES INC. | Jan 20, 2009 | Jan 16, 2009 | -4 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8174:297761:OK:2018-11-19 | Nov 19, 2018 | Nov 9, 2018 | TULSA, OK | Firm change |