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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-05-04 |
Branch Locations
4801 Gaillardia Pkwy 2Nd Floor, Suite 202, Oklahoma City, OK 73142 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oklahoma City | OK | 07/2016 | 07/2019 |
| Bank Of America, N.A. | Oklahoma City | OK | 07/2016 | 07/2019 |
| Jpmorgan Chase Bank, N.A. | Edmond | OK | 08/2019 | 08/2020 |
| J.P. Morgan Securities Llc | Edmond | OK | 08/2019 | 08/2020 |
| Cuna Brokerage Services, Inc | Waverly | IA | 08/2020 | 05/2022 |
| Cuna Mutual Group | Waverly | IA | 08/2020 | 05/2022 |
| Lpl Financial Llc | Oklahoma City | OK | 05/2022 | 11/2022 |
| Ameriprise Financial Services, Llc | Oklahoma City | OK | 11/2022 | 01/2024 |
| Copper Financial Network, Llc | Lenexa | KS | 01/2024 | 02/2026 |
| Unemployed | Oklahoma City | OK | 03/2026 | 04/2026 |
| Equitable Advisors, Llc | New York | NY | 04/2026 | Present |
1. Fields Elite Conglomerate, LLC; 409 Kings of Leon Lane, Oklahoma City, OK; standup comedian; Start 5/4/2026; Approx 8 hours/month. 2. VARIOUS OUTSIDE INSURANCE APPOINTMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-12 |
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