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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-11 |
| OK | RA | APPROVED | 2026-02-11 |
Branch Locations
6305 Waterford Boulevard Suite 240, Oklahoma City, OK 73118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wymer Brownlee Wealth Strategies | Edmond | OK | 01/2024 | 01/2026 |
| Oklahoma Farm Bureau Insurance | Oklahoma City | OK | 01/2023 | 01/2024 |
| Sidejob Inc. | Edmond | OK | 08/2022 | 01/2023 |
| Doordash, Inc. | Stillwater | OK | 03/2022 | 08/2022 |
| Farmer's Insurance Agency | Oklahoma City | OK | 02/2022 | 03/2022 |
| Amerisave Mortgage Corporation | Stillwater | OK | 09/2020 | 01/2022 |
| Oklahoma State University | Stillwater | OK | 11/2018 | 09/2020 |
| Stillwater Screenprinting | Stillwater | OK | 05/2018 | 11/2018 |
| Braum's | Stillwater | OK | 05/2017 | 05/2018 |
| Kvc Behavioral Healthcare | Olathe | KS | 06/2016 | 05/2017 |
| Hill Connections, Llc | Bethany | OK | 11/2019 | Present |
| Avantax Investment Services Inc. | Edmond | OK | 06/2025 | 09/2025 |
| Avantax Advisory Services | Edmond | OK | 06/2025 | 09/2025 |
| Avantax Insurance Agency, Llc | Edmond | OK | 06/2025 | 09/2025 |
| Cetera Wealth Services, Llc | Enid | OK | 09/2025 | 01/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 01/2026 |
| Morgan Stanley | Oklahoma City | OK | 01/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2026 | Present |
*678920 - Hill Connections, LLC; Investment related-Yes; Oklahoma City, Oklahoma; I want to start a blog about spending less time online and enjoying nature. No investments/company topics would be discussed. Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 15; Owner of the LLC. I want to write a blog under the name The Serene Screen. No money generated so far.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-10 |
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