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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-20 |
| OK | RA | APPROVED | 2022-06-28 |
Branch Locations
211 N Robinson Ave, Oklahoma City, OK 73102 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oklahoma City | OK | 05/2020 | Present |
| Udånder | Oklahoma City | OK | 04/2014 | 03/2020 |
| Bank Of America, N.A. | Oklahoma City | OK | 08/2020 | Present |
I*1361270For profit or not for profit: Entity CharitableName of outside business organization: Oklahoma Council on Economic EducationInvestment related: NAddress of business: edmond, Oklahoma, 73034, United StatesNature of business: ["Charitable Organization"]Position, title, association: ["Board Member"], Start date of relationship: 6/14/2023Number of hours devoted: 8 hour(s) MonthlyNumber of hours devoted during trading hours: 4Duties: , Recruiting mentors, attending events and help coordinate events
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-19 |
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