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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-21 |
| TX | RA | APPROVED_RES | 2025-08-21 |
| OK | RA | APPROVED | 2014-10-06 |
Branch Locations
1204 N. Boomer Road, Stillwater, OK 74075 • United States
2500 Boardwalk Street Suite 215, Norman, OK 73069 • United States
Edmond, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Norman | OK | 09/2014 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Norman | OK | 09/2014 | Present |
THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS POSITION: Lay Minister NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/22/2017 ADDRESS: 1315 E. 33rd Street, Edmond OK 73013, United States DESCRIPTION: I am a local lay minister of the church ministering to the needs of individuals and families.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-12-04 |
| S66 | Uniform Combined State Law Examination | 2006-08-11 |
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