Weston Cunningham has been an investment adviser representative at Disciplined Investments since January 2024, and is not listed among the firm’s executive officers or direct owners.
Disciplined Investments, LLC is a Tulsa, OK firm with $593M under management, 385 clients and 6 advisers across 3 offices, as of its April 2026 filing.
- Hogantaylor WealthCurrent– present · 2 yearsOklahoma City, OK · Adviser representative · Firm CRD 129696
Investment adviser representative registrations
Weston Cunningham is registered as an investment adviser representative in Oklahoma, since January 2024.
- OklahomaSince 9 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 December 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Weston James Cunningham
- CRD
- 7852919
- Firm
- Disciplined Investments · CRD 129696
- Office
- 1225 N BROADWAY AVE, SUITE #200, Oklahoma City, OK 73103
- Registration
- Investment adviser registration
- In the industry since
- January 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Weston Cunningham work?
Weston Cunningham is an investment adviser representative registered through Disciplined Investments, LLC since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Weston Cunningham a financial advisor?
Yes. Weston Cunningham has a current investment-adviser registration in Oklahoma, through Disciplined Investments since January 2024.
How many years of experience does Weston Cunningham have?
Weston Cunningham has 2 years in the financial industry, since January 2024, across 1 adviser firm.
What exams has Weston Cunningham passed?
Weston Cunningham passed the Series 65 in December 2023.
Where is Weston Cunningham based?
Weston Cunningham’s registered office is in Oklahoma City, OK.
Is Weston Cunningham registered with FINRA?
No. Weston Cunningham has no current broker registration.
How can I verify Weston Cunningham’s record?
Search CRD 7852919 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Weston Cunningham’s full registration record.
