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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-29 |
| OK | RA | APPROVED | 2023-11-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tulsa | OK | 07/2017 | Present |
| Cvs Health | Tulsa | OK | 01/2015 | 07/2017 |
I*: 2641289 Entity Type: Charitable Name of OBA: Owasso Rams Baseball Booster Club Address: Owasso, Ok 74055 Investment Related: No Position, Title, Association: Board member Employee Start Date: 7/30/2025 Number of Hours: 3 hrs mthly Number of Hours during trading: 0 Duties: Support Owasso Baseball program. Co-Secretary
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-04 |
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