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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-07-26 |
| TX | RA | APPROVED | 2018-03-19 |
Branch Locations
333 N Bryant Ave, Edmond, OK 73034 • United States
4114 N Classen Blvd, Oklahoma City, OK 73118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | El Paso | TX | 09/2014 | 11/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Carrollton | TX | 02/2018 | Present |
| Bank Of America, N.A. | Carrollton | TX | 02/2018 | Present |
| The Home Depot | Lawrence | KS | 12/2017 | 02/2018 |
| Dial America | El Paso | TX | 10/2016 | 02/2017 |
| Allied Universal | El Paso | TX | 03/2017 | 11/2017 |
| Massachusetts Mutual Life | El Paso | TX | 05/2017 | 03/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-12 |
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