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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-12-10 |
| OK | RA | APPROVED | 2018-12-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of Oklahoma Financial Securities, Inc., Inc. | Oklahoma City | OK | 03/2008 | 04/2017 |
| Bank Of Oklahoma Financial Securities, Inc., Na | Oklahoma City | OK | 03/2008 | 04/2017 |
| Wells Fargo Clearing Services, Llc | Oklahoma City | OK | 04/2017 | 04/2017 |
| Bank Of Oklahoma Financial Securities, Inc., Na | Oklahoma City | OK | 04/2017 | 10/2018 |
| Bank Of Oklahoma Financial Securities, Inc. | Oklahoma City | OK | 04/2017 | 10/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oklahoma City | OK | 12/2018 | Present |
| Bank Of America, N.A. | Oklahoma City | OK | 07/2022 | Present |
I*4904270, Entity Type: Entity Charitable, Name of OBA: Chickasaw Metro Council, Address: Oklahoma City , Oklahoma, 73112, Investment Related: N, Position, Title, Association: ["Board Member"], Employee Start Date: 09/01/2026, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties: Coordinate and run the monthly meeting. Meet with the board to discuss goals and objectives. The council is dedicated to the preservation of family, community and Chickasaw heritage through community events located in Oklahoma city.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-28 |
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