Financial advisor
CULLEN TARLAC WILLIAMS
At Corient · Tulsa, OK
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Capital Advisors | Capital Advisors | Corient | Acquisition | May 13, 2026 | $7.8B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| CORIENT | Investment adviser | July 6, 2026 | Current |
| CAPITAL ADVISORS, INC. | Investment adviser | July 13, 2021 | July 17, 2026 |
| J.P. MORGAN SECURITIES LLC | Investment adviser | March 21, 2018 | June 8, 2021 |
| J.P. MORGAN SECURITIES LLC | Broker-dealer | March 21, 2018 | June 8, 2021 |
| SCOTTRADE INVESTMENT MANAGEMENT | Investment adviser | January 25, 2017 | March 8, 2018 |
| SCOTTRADE, INC. | Broker-dealer | December 5, 2013 | March 8, 2018 |
| CHARLES SCHWAB & CO., INC. | Investment adviser | April 18, 2011 | June 10, 2013 |
| CHARLES SCHWAB & CO., INC. | Broker-dealer | May 17, 2007 | June 10, 2013 |
| CYBERTRADER, INC. | Broker-dealer | February 14, 2000 | December 7, 2007 |
| DEAN WITTER REYNOLDS INC. | Broker-dealer | August 12, 1999 | February 22, 2000 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.