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101 N. Wacker Drive Suite 1500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-12-20 |
Branch Locations
Oklahoma City, OK • United States
101 N. Wacker Drive Suite 1500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2019 | 03/2021 |
| Kevin Stitt For Governor 2018 | Jenks | OK | 10/2017 | 11/2018 |
| New Valley Forge Partners, Llc | Durant | OK | 03/2017 | 09/2017 |
| Vision Bank | Ada | OK | 04/2016 | 03/2017 |
| Zacks Investment Management | Chicago | IL | 07/2021 | Present |
| Unemployed | Oklahoma City | OK | 03/2021 | 07/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-11 |
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