Best Investors Account Sign in
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2011-11-03
OK RA APPROVED 2010-05-27
  • TX RA
    APPROVED
    Since 2011-11-03
  • OK RA
    APPROVED
    Since 2010-05-27

Branch Locations

601 Sw C. Avenue Suite 100, Lawton, OK 73501 • United States

6305 Waterford Boulevard Suite 240, Oklahoma City, OK 73118 • United States

2270 N. Hwy 81 Suite 112, Duncan, OK 73533 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Oklahoma City OK 04/2010 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 04/2010 → Present
    Oklahoma City, OK
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2004-11-10 → 2010-04-30
    Waddell & Reed
    Anadarko, OK
    Amarillo, TX
    Chickasha, OK
    Lawton, OK
    Colleyville, TX
    Lawton, OK
Other Businesses

* 473437 - Trust; Investment related Yes; City, State; Trust; Successor Role; 01/2022; During business hours: 0; After business hours: 0; Check Signing/Funds Disbursements, Estate Administration * 473445 - Estate ; Investment related Yes; Lawton, Oklahoma; Estate ; Successor Role; 01/2022; During business hours: 0; After business hours: 0; Check Signing/Funds Disbursements, Estate Administration

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-11-03
  • S66 Uniform Combined State Law Examination
    2004-11-03

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lawton, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor