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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-11 |
Branch Locations
1900 N. Akard St. 5Th And 6Th Fl., Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bok Financial | Tulsa | OK | 07/2018 | 11/2018 |
| Bok Financial | Dallas | TX | 05/2017 | 08/2017 |
| Bokf, Na | Dallas | TX | 11/2018 | 06/2020 |
| Bok Financial Private Wealth, Inc. | Dallas | TX | 06/2020 | 05/2023 |
| University Of Oklahoma | Norman | OK | 08/2014 | 06/2018 |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 05/2023 | Present |
| J.P. Morgan Securities Llc | Dallas | TX | 05/2023 | Present |
Entity Name: Ibex Club Investment related: Yes Address: 4809 COLE AVE STE 347 DALLAS TX 75205-3552 ibexclub.com Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 02/04/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Nonprofit benefiting Vickery Meadow Youth Development Foundation. Manage checking account and coordinate payments for events. Collect annual dues from members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-09 |
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