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Advisor at J M BROWN FINANCIAL PARTNERS
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 |
|---|---|---|---|---|---|---|
| J M BROWN FINANCIAL PARTNERS | Independent wealth | Dec 6, 2024 | n/a | yes | TULSA, OK | Current employment |
| BOK FINANCIAL ADVISORS | Bd affiliated wealth | May 3, 2023 | Aug 28, 2024 | no | TULSA, OK|TULSA, OK|Tulsa, OK|TULSA, OK|Jenks, OK | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Sep 15, 2022 | Mar 17, 2023 | no | Keller, TX | Previous registration |
| DRAWBRIDGE CAPITAL | Independent wealth | May 10, 2019 | Sep 9, 2022 | no | TULSA, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BOK FINANCIAL ADVISORS | J M BROWN FINANCIAL PARTNERS | Aug 28, 2024 | Dec 6, 2024 | 100 | Firm change | Ibd to RIA |
| COMMONWEALTH FINANCIAL NETWORK | BOK FINANCIAL ADVISORS | Mar 17, 2023 | May 3, 2023 | 47 | Firm change | Ibd to ibd |
| DRAWBRIDGE CAPITAL | COMMONWEALTH FINANCIAL NETWORK | Sep 9, 2022 | Sep 15, 2022 | 6 | Firm change | RIA to ibd |