Adam Leavitt has been an investment adviser representative at Ark & TLK Investments since May 2023, and is not listed among the firm’s executive officers or direct owners.
Ark & TLK Investments, LLC is an Oklahoma City, OK firm with $751M under management, 283 clients and 8 advisers across 2 offices, as of its September 2026 filing.
Adam Leavitt is Senior Advisor at Castlepoint Wealth Advisors. He has worked with individuals and institutions on wealth solutions for more than 15 years. He works in comprehensive financial planning and asset management, with experience in trusts, qualified retirement plans, non-profits and private equity.
Adam Leavitt’s longest registration was 16 years at Hogantaylor Wealth (2006–2023). Before joining Ark & TLK Investments in 2023, Adam Leavitt was registered through Hogantaylor Wealth and Red Rock Financial Advisory.
- Castlepoint Wealth AdvisorsCurrent– present · 3 yearsTulsa, OK · Adviser representative · Firm CRD 205512
- Hogantaylor Wealth– · 16 yearsTulsa, OK · Adviser representative · Firm CRD 129696
- Red Rock Financial Advisory– · 3 yearsTulsa, OK · Adviser representative · Firm CRD 129030
Investment adviser representative registrations
Adam Leavitt is registered as an investment adviser representative in Oklahoma, since May 2023.
- OklahomaSince 3 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 November 2003 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Adam James Leavitt
- CRD
- 4723014
- Firm
- Ark & TLK Investments · CRD 205512
- Office
- 2021 S. Lewis Ave., Suite 440, Tulsa, OK 74104
- Registration
- Investment adviser registration
- In the industry since
- January 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- castlepointwealth.com
Where does Adam Leavitt work?
Adam Leavitt is an investment adviser representative registered through Ark & TLK Investments, LLC since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Adam Leavitt a financial advisor?
Yes. Adam Leavitt has a current investment-adviser registration in Oklahoma, through Ark & TLK Investments since May 2023.
How many years of experience does Adam Leavitt have?
Adam Leavitt has 22 years in the financial industry, since January 2004, across 3 adviser firms.
What exams has Adam Leavitt passed?
Adam Leavitt passed the Series 65 in November 2003.
Where did Adam Leavitt work before Ark & TLK Investments?
Before Ark & TLK Investments, Adam Leavitt was registered through Red Rock Financial Advisory, January 2004 to November 2007.
Where is Adam Leavitt based?
Adam Leavitt’s registered office is in Tulsa, OK.
Is Adam Leavitt registered with FINRA?
No. Adam Leavitt has no current broker registration.
How can I verify Adam Leavitt’s record?
Search CRD 4723014 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Leavitt’s full registration record.
