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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-22 |
| OK | RA | APPROVED | 2024-09-30 |
Branch Locations
2431 E. 61St Street Suite 260, Tulsa, OK 74136 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tulsa | OK | 06/2015 | 09/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 09/2015 | 09/2024 |
| Raymond James & Associates Inc. | Tulsa | OK | 09/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2015 | Present |
(1)Name of Business: Moore Farms, LLC Address: 4620 E. 108th Pl, Tulsa, OK, 74137, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 02/13/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is holding company for our Family farm. \nthe farm is owned by myself and 4 other family members in unequal shares. These family member are all clients. We all inherited this property from our parents and grandparents. (2)Name of Business: TD Holding Company, LLC Address: 10820 S. Toledo Ave, Tulsa, OK, 74137, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 03/09/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Very minimal. Annual paperwork. (3)Name of Business: Veitch Arms, LLC Address: 4620 E. 108th Pl, Tulsa, OK, 74137, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 02/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is holding company for firearms or accessories that require a form 1 or form 4. I add to my collection from time to time, but I do NOT sell anything. My cousin, Tyler Moses, is my partner, he is also a client. This partnership has nothing to do with Raymond James in any way.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-26 |
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