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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-06-17 |
| TX | RA | APPROVED | 2025-06-17 |
Branch Locations
124 Northwest 10Th Street, Oklahoma City, OK 73103 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saxony Securities Inc | St. Louis | MO | 11/2020 | 10/2021 |
| Unemployed, In School | Dallas | TX | 08/2016 | 12/2016 |
| City National Bank | Lawton | OK | 12/2016 | 01/2017 |
| Unemployed, In School | Dallas | TX | 01/2017 | 01/2018 |
| City National Bank | Lawton | OK | 06/2018 | 08/2018 |
| Unemployed, In School | Dallas | TX | 08/2018 | 12/2018 |
| City National Bank | Lawton | OK | 12/2018 | 01/2019 |
| Unemployed, In School | Dallas | TX | 01/2018 | 04/2018 |
| Dallas National Golf Club | Dallas | TX | 04/2018 | 06/2019 |
| Fidelity Investments | Westlake | TX | 06/2019 | 08/2019 |
| Unemployed, In School | Dallas | TX | 08/2019 | 08/2020 |
| Ironhorse Investments & Estate Planning | Edmond | OK | 08/2020 | 10/2021 |
| Plan Group Financial, Inc. | Oklahoma City | OK | 05/2021 | 10/2021 |
| Full Sail Capital, Llc | Oklahoma City | OK | 10/2021 | 06/2025 |
| Mercer Global Advisors Inc. | Oklahoma City | OK | 06/2025 | Present |
1. TYRAY Holdings, LLC; Investment-related; Oklahoma City, OK; Investing in Commercial Real Estate; Co-Owner/Manager; 10/01/2023; 1 hr. per month; 0 hrs. during trading hours; Review monthly financial reports and facilitate the annual partnership tax return through the hired CPA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-22 |
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