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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-14 |
Branch Locations
5950 Sherry Lane Suite 600, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tulsa | OK | 07/2021 | 09/2023 |
| Not Employed | Tulsa | OK | 06/2011 | 05/2018 |
| New Life Ranch | Colcord | OK | 05/2018 | 08/2018 |
| Delta Delta Delta Sorority | Fayetteville | AR | 08/2018 | 05/2019 |
| Athletics Ireland | Dublin | 06/2019 | 08/2019 | |
| Delta Delta Delta Sorority | Fayetteville | AR | 08/2019 | 05/2020 |
| Bank Of America Merrill Lynch | Tulsa | OK | 06/2020 | 08/2020 |
| Delta Delta Delta Sorority | Fayetteville | AR | 08/2020 | 05/2021 |
| Not Employed | Fayetteville | AR | 05/2021 | 07/2021 |
| The Resource Group | Tulsa | OK | 12/2018 | 01/2019 |
| Bank Of America, N.A. | Tulsa | OK | 12/2021 | 09/2023 |
| Raymond James Financial Services, Inc. | Dallas | TX | 09/2023 | 08/2025 |
| Raymond James Financial Services Advisors, Inc. | Dallas | TX | 09/2023 | 08/2025 |
| Messick Peacock And Associates | Dallas | TX | 09/2023 | 08/2025 |
| Corient | Dallas | TX | 08/2025 | Present |
| Corient Services Llc | Miami | FL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-08 |
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