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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-12-05 |
Branch Locations
2431 E. 61St Street Suite 260, Tulsa, OK 74136 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tulsa | OK | 02/2011 | 07/2022 |
| Capital Advisors, Inc. | Tulsa | OK | 07/2022 | 12/2024 |
| Raymond James & Associates Inc. | Tulsa | OK | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-18 |
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