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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2021-04-05 |
| TX | RA | APPROVED | 2021-04-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Tulsa | OK | 10/2010 | 04/2021 |
| Charles Schwab Bank Ssb | Tulsa | OK | 10/2010 | 04/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tulsa | OK | 04/2021 | Present |
I*927527 For profit or not for profit: Entity For Profit Name of outside business organization: Jonathan Christensen Property LLC Investment related: N Address of business: Tulsa, Oklahoma, 74107 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 11/1/2022 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , My wife and I are in the process of exploring the formation of a family LLC partnership. We currently own 5 acres of land that we would like to develop into RV and Boat Parking/Storage. My role in this LLC will be strictly in a consultative capacity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-09 |
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