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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2024-12-19 |
| OK | RA | APPROVED | 2024-08-13 |
| TX | RA | APPROVED_RES | 2023-01-24 |
| AR | RA | APPROVED | 2023-01-17 |
Branch Locations
3220 Old Greenwood Rd, Fort Smith, AR 72903 • United States
Sallisaw, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Bank | Fort Smith | AR | 03/2015 | 12/2016 |
| Arvest Wealth Management | Fort Smith | AR | 05/2016 | 12/2016 |
| First National Bank Of Fort Smith | Fort Smith | AR | 12/2016 | 01/2023 |
| Cetera Investment Advisers Llc | Fort Smith | AR | 01/2017 | 01/2023 |
| Cetera Investment Services Llc | St. Cloud | MN | 01/2017 | 01/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Smith | AR | 01/2023 | Present |
| Bank Of America, N.A. | Fort Smith | AR | 01/2023 | Present |
1. BANKING AND LENDING SERVICES FOR FIRST NATIONAL BANK OF FORTH SMITH. I*2029281, Entity Type, Non-Profit, Name of OBA: Boost, Address: Fort Smith, AR, 72901, Investment Related: No, Position, Title, Association: Board Member, Employee Start Date: 09/16/2024, No Hours: 1hr/Mo, No Hours during trading: 1, Duties: Boost is a nonprofit adult education center for young adults with disabilities. I will be a board member.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-16 |
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