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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2022-09-09 |
| TX | RA | APPROVED | 2022-09-09 |
Branch Locations
3030 Northwest Expressway Suite 300, Oklahoma City, OK 73112 • United States
300 Crescent Court Suite 1450, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Oklahoma City | OK | 05/2010 | 09/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2022 |
| Rockefeller Financial Llc | Oklahoma City | OK | 09/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 09/2022 |
S Investments, LLC; Investment Related; Oklahoma City, OK; Personal Investments; Sole Managing Member; 6/21/2017; 1 hour per month; 0 hours during trading hours; LLC to facilitate personal investments
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-30 |
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