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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-06-16 |
| TX | RA | APPROVED | 2025-06-16 |
Branch Locations
6305 Waterford Boulevard Suite 240, Oklahoma City, OK 73118 • United States
2828 West University Blvd Ste 118, Durant, OK 74701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner &Amp; Smith Incorporated | Fort Worth | TX | 11/2003 | 06/2025 |
| Bank Of America, N.A. | Sherman | TX | 12/2015 | 06/2025 |
| Morgan Stanley Smith Barney Llc | Durant | OK | 06/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2025 | Present |
*OBI- Denison High School PTO; Investment related: No; Denison, Texas; Parent-Teacher Organization; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 08/2024; During business hours: 0; After business hours: 1; Fundraising, Providing teacher appreciation lunches/breakfasts, etc., planning events for students throughout the year, raising funds to help pay for associated costs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-15 |
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