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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Jenks | OK | 03/2026 | Present |
| J.P. Morgan Securities Llc | Jenks | OK | 03/2026 | Present |
| Northwester Mutual | Tulsa | OK | 01/2026 | 03/2026 |
| Unemployed | Oklahoma City | OK | 12/2025 | 12/2025 |
| Hightower Advisors,Llc | Chicago | IL | 06/2025 | 11/2025 |
| Baker Wealth Management | Oklahoma City | OK | 05/2025 | 11/2025 |
| Unemployed | Shawnee | OK | 04/2025 | 04/2025 |
| Hteao | Shawnee | OK | 10/2024 | 03/2025 |
| Unemployed | Shawnee | OK | 09/2023 | 10/2024 |
| The Law Offices Of Travis Watkins | Oklahoma City | OK | 12/2022 | 09/2023 |
| The Baptist Foundation Of Oklahoma | Shawnee | OK | 09/2021 | 01/2023 |
| Watersedge Ministry Services | Shawnee | OK | 08/2021 | 01/2023 |
| Village Baptist Church | Oklahoma City | OK | 04/2019 | 08/2021 |
| Unemployed | Oklahoma City | OK | 03/2016 | 03/2019 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-06 |
| S65 | Uniform Investment Adviser Law Examination | 2025-06-20 |
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