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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-11-10 |
Branch Locations
6120 South Yale Avenue Suite 1800, Tulsa, OK 74136 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hines Securities, Inc. | Houston | TX | 05/2019 | 06/2021 |
| Apple Inc. | Houston | TX | 06/2014 | 02/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Tulsa | OK | 06/2021 | 10/2023 |
| Richemont | Houston | TX | 02/2019 | 09/2020 |
| Ubs Financial Services Inc | Tulsa | OK | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-01 |
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