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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-06-04 |
| OK | RA | APPROVED | 2009-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Tulsa | OK | 10/2008 | Present |
| Bank Of America,Na | Tulsa | OK | 11/2009 | Present |
I*119023 For profit or not for profit: Non-Profit Organization Name of outside business organization: RiverOaks Presbyterian Investment related: N Address of business: Tulsa, Oklahoma 74137 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 1/11/2015 Number of hours devoted: 8 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Elder, an immediate representative of the people, that in conjunction with the pastor, may exercise government and discipline, and take the oversight of the spiritual interests of the particular church.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-29 |
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