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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-09-26 |
| OK | RA | APPROVED | 2017-09-06 |
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 | 05/2013 | 09/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2017 |
| Raymond James & Associates, Inc | Tulsa | OK | 08/2017 | Present |
1. GOOD STEWARD ACCOUNTING Address: Tulsa, OK Nature of the Business: Business Owner Position/Title: Proprietor/Owner Investment Related:Yes Start Date: 01/16/2018 Hours per month devoted to this business: 6 Hours per month devoted to this business during trading hours: 0 Description of duties: Bookkeeping for my church. 2. Name of Business: Southern Parkes Estates Homeowners Association Address: Tulsa, OK, 74137, United States Activity Type: Non profit Position/Title: Officer - President Investment Related: No Start Date: 06/10/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Direct Board and shareholder meetings 3. Name of Business: Yale Avenue Christian Church Address: Tulsa, OK, 74135, United States Activity Type: Religious Position/Title: Other Investment Related: No Start Date: 06/10/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 1 of 6 trustees elected by congregation. Handle all legal maters relating to the church at its property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-26 |
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