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2431 E. 61St Street Suite 825, Tulsa, OK 74136 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
2431 E. 61St Street Suite 825, Tulsa, OK 74136 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tulsa | OK | 04/2014 | 09/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2023 |
| Everpar Advisors Llc | Tulsa | OK | 09/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 09/2023 |
1.Booker T. Washington Foundation for Excellence; Investment related: No; Tulsa, OK; Charity / Private Foundation; Board Member, Secretary (proprietor, partner, officer, director, employee, trustee, agent); Sep 2018; During business hours: 0; After business hours: 1; Take meeting minutes, formulate agenda, help committee chairs coordinate with exec committee. To monitor the sources/uses of funds for the Foundation, including investment accounts. 2. Licensed Insurance Agent; Not investment-related; 2431 E. 61st Street, Suite 825 Tulsa, OK 74136; Insurance Sales; Implementations of insurance recommendations.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-10-17 |
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