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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 |
|---|---|---|---|
| OK | RA | APPROVED | 2024-11-21 |
| TX | RA | APPROVED | 2024-11-21 |
Branch Locations
4160 Se Adams Rd Ste 102, Bartlesville, OK 74006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hood And Associates, Cpas | Bartlesville | OK | 01/2021 | 06/2022 |
| Lowe's | Bartlesville | OK | 03/2020 | 12/2020 |
| Burlington Northern Sante Fe | Hastings | NE | 10/2018 | 05/2020 |
| Christ Community Church | Bartlesville | OK | 04/2018 | 10/2018 |
| Chick Fil A | Bartlesville | OK | 06/2018 | 10/2018 |
| Brown's Shoe Fit | Bartlesville | OK | 10/2017 | 02/2018 |
| Voice Of The Martyrs | Bartlesville | OK | 09/2014 | 10/2017 |
| Royal Alliance Associates, Inc. | Bartlesville | OK | 05/2021 | 06/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Andover | KS | 08/2022 | 02/2024 |
| Central States Capital Markets, Llc | Wichita | KS | 02/2024 | 10/2024 |
| Wells Fargo Clearing Services, Llc | Bartlesville | OK | 10/2024 | Present |
NOWATA COUNTRY CLUB ; INV RELATED; NOWATA,OK; GOLF GAME ; BOARD MEMBER; START DATE: 12/02/2025; 3 HRS PER MONTH; 0 HRS DURING TRADING; | DOORDASH-DRIVER ; NOT INV RELATED;SAN FRANCISO,CA; DELIVERING FOOD; DASHER; START DATE: 08/11/2026; 30 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-27 |
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