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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-25 |
| OK | RA | APPROVED | 2020-01-14 |
Branch Locations
4811 Gaillardia Pkwy, Oklahoma City, OK 73142 • United States
Oklahoma City, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oklahoma City | OK | 08/2019 | Present |
| Farmers Insurance | Oklahoma City | OK | 02/2019 | 07/2019 |
| State Farm Insurance | Dallas | TX | 07/2014 | 02/2018 |
| Unemployed | Irving | TX | 02/2018 | 02/2019 |
I*1372264 For profit or not for profit: Entity Charitable Name of outside business organization: Urban League of Oklahoma City Investment related: N Address of business: Oklahoma City, Oklahoma, 73111, United States Nature of business: ["Charitable Organization"] Position, title, association: ["Other"], Start date of relationship: 7/1/2023 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Gathering and reviewing board documents, taking notes during general board and executive board meetings., To assist African Americans and other minorities including the poor to achieve social and economic equality. I am serving on the executive committee as Secretary to make a positive impact within the community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-13 |
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