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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2019-10-28 |
| TX | RA | APPROVED | 2019-10-28 |
Branch Locations
17 Cowboys Way Ste 500, Frisco, TX 75034 • United States
6060 S American Plaza St E Ste 400, Tulsa, OK 74135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tulsa | OK | 06/2011 | 10/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2019 |
| Wells Fargo Clearing Services Llc | Tulsa | OK | 10/2019 | Present |
JASON MANSUR, INV RELATED, TULSA, OK, 100% OWNERSHIP, START 2/1/2024, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, HOME REHAB AND RESALE BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-31 |
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