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Advisor at TRINITY STRATEGIC WEALTH
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 |
|---|---|---|---|---|---|---|
| TRINITY STRATEGIC WEALTH | Independent wealth | Oct 2, 2025 | n/a | yes | TULSA, OK | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | May 15, 2025 | Oct 2, 2025 | no | Tulsa, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | TRINITY STRATEGIC WEALTH | Oct 2, 2025 | Oct 2, 2025 | 0 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:337956:OK:2025-10-02 | Oct 2, 2025 | Oct 2, 2025 | TULSA, OK | Firm change |