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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-19 |
| OK | RA | APPROVED | 2009-06-01 |
Branch Locations
2200 South Utica Place Suite 500, Tulsa, OK 74114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Tulsa | OK | 06/2002 | Present |
| Morgan Stanley Smith Barney | Tulsa | OK | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*588262 - BMAC PEP, llc; Investment Related: Yes; Tulsa, Oklahoma; Investment/Finance/Banking, Other; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2024; During Business Hours: 0; After Business Hours: 0; Administrative *660108- PCMWA Holdings LLC; Investment related: Yes; BIXBY, Oklahoma; Real Estate; Officer (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 4; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-22 |
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