Michael Taylor Priest

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2025-01-22
TX	RA	APPROVED	2025-01-22

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Tulsa	OK	10/2018	11/2018
Oklahoma State University	Stillwater	OK	08/2014	12/2020
The Bank Of Pawhuska	Pawhuska	OK	06/2018	10/2018
Morgan Stanley Smith Barney Llc	Tulsa	OK	04/2019	08/2019
Ameriprise Financial Services, Llc/Small & Associates	Tulsa	OK	05/2021	01/2025
The Bank Of Pawhuska	Pawhuska	OK	02/2020	05/2021
J.P. Morgan Securities Llc	Tulsa	OK	01/2025	Present
Jpmorgan Chase Bank, N.A.	Tulsa	OK	01/2025	Present

10/2018 → 11/2018

Morgan Stanley Smith Barney Llc

Tulsa, OK
08/2014 → 12/2020

Oklahoma State University

Stillwater, OK
06/2018 → 10/2018

The Bank Of Pawhuska

Pawhuska, OK
04/2019 → 08/2019

Morgan Stanley Smith Barney Llc

Tulsa, OK
05/2021 → 01/2025

Ameriprise Financial Services, Llc/Small & Associates

Tulsa, OK
02/2020 → 05/2021

The Bank Of Pawhuska

Pawhuska, OK
01/2025 → Present

J.P. Morgan Securities Llc

Tulsa, OK
01/2025 → Present

Jpmorgan Chase Bank, N.A.

Tulsa, OK

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-03-22
S63	Uniform Securities Agent State Law Examination	2019-09-13

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