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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-04 |
| OK | RA | APPROVED | 2021-07-26 |
Branch Locations
3540 S Boulevard St Ste 110, Edmond, OK 73013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Edmond | OK | 12/2020 | Present |
| Rsm Us Llp | Oklahoma City | OK | 09/2019 | 11/2020 |
| Bkd Llp | Oklahoma City | OK | 09/2017 | 08/2019 |
| University Of Oklahoma | Norman | OK | 08/2012 | 07/2017 |
OKLAHOMA FOUNDATION FOR EXCELLENCE; INV RELATED;OKLAHOMA CITY,OK; OKLAHOMA'S PUBLIC SCHOOLS; CHAIRPERSON; START DATE: 09/01/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-26 |
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