Derrick Alan Sands
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
41 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Cabot Lodge Securities LLCOct 2025 to now
- Trinity Strategic WealthSep 2023 to now
- Millicon Properties LLCJul 2017 to now
- Tulsa Wealth Advisors, Inc.Dec 1998 to now
- John Haste, Candidate for State Senate District 36Jun 2017 to Nov 2018
- Raymond James Financial Services Advisors, IncJan 2009 to Oct 2025
- Raymond James Financial Services, Inc.Dec 1998 to Oct 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1985
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (OK).
Trinity Strategic Wealth
Legal name: Tulsa Wealth Advisors, Inc.
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 1306131
- 337956