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CARLI RENEE SMITH
CARLI RENEE HUTTON
CRD#: 6227715
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Investment Adviser
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Previous Broker
BURKHOLDER WEALTH MANAGEMENTCRD#: 305300 5014 E 101ST STREET
SUITE 100
TULSA, OK 74137
Registration History
20132014201520162017201820192020202120222023202420252026IABURKHOLDER WEALTH MANAGEMENT (CRD# 305300)2024 - Present (<1 year)BDFA SECURITIES LLC (CRD# 10292)2013 - 2017 (3 years)IAML&R WEALTH MANAGEMENT LLC (CRD# 109359)2018 - 2024 (5 years)IADIMENSIONAL FUND ADVISORS LP (CRD# 106482)2014 - 2017 (2 years)
License(s)

State Registrations

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Oklahoma 3/1/2024

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Texas 3/1/2024

Current Registration(s)
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BURKHOLDER WEALTH MANAGEMENT (CRD#:305300)
5014 E 101ST STREET SUITE 100, TULSA, OK 74137
Registered with this firm since 3/1/2024

Previous Registration(s)
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05/30/2018 - 03/05/2024 ML&R WEALTH MANAGEMENT LLC (CRD#:109359) AUSTIN, TX
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10/14/2014 - 03/09/2017 DIMENSIONAL FUND ADVISORS LP (CRD#:106482) AUSTIN, TX
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11/12/2013 - 03/09/2017 DFA SECURITIES LLC (CRD#:10292) AUSTIN, TX
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Broker
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Disclosures
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