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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-20 |
| OK | RA | APPROVED | 2026-01-13 |
Branch Locations
2200 South Utica Place Suite 500, Tulsa, OK 74114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Bank | Tusla | OK | 07/2020 | 03/2021 |
| Bok Financial | Tulsa | OK | 06/2022 | 08/2022 |
| Harrison Henderson Pllc | Tulsa | OK | 01/2019 | 04/2019 |
| Truist | Clearwater | FL | 06/2021 | 08/2021 |
| Spectrum Financial Group | Dallas | TX | 04/2021 | 05/2021 |
| Southern Hills Country Club | Tulsa | OK | 05/2017 | 05/2023 |
| Texas Capital Bank | San Antonio | TX | 08/2023 | 03/2024 |
| Texas Capital Bank Private Wealth Advisors | San Antonio | TX | 08/2023 | 03/2024 |
| Union High School | Tulsa | TX | 08/2007 | 05/2019 |
| Mariner Wealth Advisors | Overland Park | KS | 03/2024 | 12/2025 |
| Morgan Stanley | Tulsa | OK | 12/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2026 | Present |
*674547 - Child Advocacy Network; Investment Related - Yes; Tulsa, Oklahoma; Children/Youth, Civic/Community; Board Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2024; During Business Hours: 0.5; After Business Hours: 3.5; Fundraising, Administrative
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-28 |
| S65 | Uniform Investment Adviser Law Examination | 2023-07-27 |
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