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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-22 |
| OK | RA | APPROVED | 2026-01-13 |
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 |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 08/2024 | 11/2025 |
| Moore Water And Air | Okc | OK | 04/2023 | 07/2024 |
| Buffalo Rock Golf Course | Cushing | OK | 05/2020 | 08/2022 |
| Cushing Aquatic Center | Cushing | OK | 05/2017 | 08/2019 |
| Unemployed | Cushing | OK | 01/2013 | 04/2017 |
| Unemployed | Cushing | OK | 09/2019 | 04/2020 |
| University Of Oklahoma | Norman | OK | 09/2022 | 03/2023 |
| Morgan Stanley | Oklahoma City | OK | 12/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-21 |
| S65 | Uniform Investment Adviser Law Examination | 2025-01-23 |
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