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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
2828 West University Blvd Ste 118, Durant, OK 74701 • United States
6305 Waterford Boulevard Suite 240, Oklahoma City, OK 73118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Posh Little Pig, Llc | Sherman | TX | 07/2012 | 06/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sherman | TX | 04/2015 | 06/2025 |
| Bank Of America, N.A. | Sherman | TX | 06/2015 | 06/2025 |
| Morgan Stanley Smith Barney Llc | Durant | OK | 06/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2025 | Present |
*648979 - DUTTON PROPERTIES LLC.; Investment related: Yes; DENISON, Texas; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 3; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-14 |
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