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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Oklahoma City, OK • United States
1125 Nw 63Rd St Suite A, Nichols Hills, OK 73116-6504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oklahoma City | OK | 06/2018 | 08/2023 |
| Inm Creative | Kuala Lumpur | 11/2016 | 04/2018 | |
| Redmoney | Kuala Lumpur | 11/2015 | 11/2016 | |
| Bank Of America, N.A. | Oklahoma City | OK | 07/2018 | 08/2023 |
| Fidelity Investments | Nichols Hills | OK | 09/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-102414|OrgNmn:The Joneses LLC|Org Addr:Oklahoma C,Oklahoma,US|OBA Nature:Landscaping services|Invst Rel:N|Title:co-owner|Duties:I provide strategic support to the business and my business partner when it comes to business development and marketing efforts. I do not have|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-27 |
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