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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-09 |
| TX | RA | APPROVED | 2025-10-22 |
| OK | RA | APPROVED | 2025-10-15 |
Branch Locations
6305 Waterford Boulevard Suite 240, Oklahoma City, OK 73118 • United States
233 South Wacker Drive Suite 9200 Pwm, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oklahoma City | OK | 06/2016 | 11/2017 |
| Ubs Financial Services Inc | Oklahoma City | OK | 03/2024 | 05/2024 |
| Ubs Financial Services Inc | Oklahoma City | OK | 11/2017 | 12/2020 |
| Not Employed-Volunteer | Edmond | OK | 01/2021 | 03/2024 |
| Morgan Stanley | Oklahoma City | OK | 09/2025 | Present |
| Not Employed-Volunteer | Edmond | OK | 05/2024 | 07/2024 |
| Modern Endocrine | Oklahoma City | OK | 07/2024 | 05/2025 |
| Not Employed | Edmond | OK | 05/2025 | 09/2025 |
*664273 - Rodan and Fields Dermatology; Investment related: No; Edmond; Oklahoma; Retail/Online Stores; (proprietor, partner, officer, director, employee, trustee, agent); 01/2015; During business hours: 0; After business hours: 2; Consultant; Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-25 |
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