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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2022-10-24 |
| TX | RA | APPROVED | 2022-10-24 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Bartlesville | OK | 10/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bartlesville | OK | 11/2016 | 05/2018 |
| Fidelity Brokerage Services Llc | Tulsa | OK | 05/2018 | 09/2018 |
| Bok Financial Securities, Inc. | Owasso | OK | 09/2018 | 09/2022 |
| Bokf, N.A. | Owasso | OK | 09/2018 | 09/2022 |
| Morgan Stanley Smith Barney Llc | Tulsa | OK | 10/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2022 | Present |
*540492 - LELA Dobson LLC; Investment related Yes; Owasso, Oklahoma; Art/Culture, Recreation, Retail/Online Stores; Partner (proprietor, partner, officer, director, employee, trustee, agent); 02/2023 ; During business hours: 0; After business hours: 20; Administrative, Accounting/Bookkeeping, Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-10 |
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