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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-06-16 |
| TX | RA | APPROVED | 2023-06-16 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oklahoma City | OK | 05/2005 | 11/2017 |
| Bank Of America, N.A. | Oklahoma City | OK | 11/2009 | 11/2017 |
| Ubs Financial Services, Inc. | Houston | TX | 11/2017 | 06/2023 |
| Morgan Stanley Smith Barney Llc | Oklahoma City | OK | 06/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2023 | Present |
*562054- Coronado Property Group, LLC; Investment related -Yes; Oklahoma City, Oklahoma; Real Estate; Manager (proprietor, partner, officer, director, employee, trustee, agent); 01/2017; During business hours: 0; After business hours: 5; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-02 |
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