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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-12 |
| OK | RA | APPROVED | 2019-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bok Financial Securities, Inc. | Tulsa | OK | 07/2015 | 01/2019 |
| Bokf, Na | Tulsa | OK | 07/2015 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tulsa | OK | 02/2019 | Present |
| Dillards | Tulsa | OK | 06/2017 | 11/2017 |
| Tidewater Community College | Norfolk | VA | 07/2012 | 05/2017 |
| Bank Of America, N.A. | Tulsa | OK | 03/2019 | Present |
I*2026323, Entity Type: Rental Property, Name of OBA: Rental Property 1, Address: Midwest City, OK, 73110, Investment Related: No, Position, Title, Association: Sole Owner, Employee Start Date: 10/01/2024, No Hours: 20 hrs/Yearly, No Hours during trading: 0 Duties: Owner of rental property I*: 2096269 Entity Type: For Profit, Publicly Traded Name of OBA: Door Dash Address: San Francisco, CA 94107Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: Number of Hours: 3 hrs mthly Number of Hours during trading: 0 Duties: Deliver food I*: 2097314Entity Type: For Profit, Publicly Traded Name of OBA: Uber Address: New York, NY 10006 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 11/20/2024Number of Hours: 3 hrs mthly Number of Hours during trading: 0 Duties: Deliver food I*2149272 Entity Type: For Profit, Publicly Traded, Name of OBA: InstaCart, Address: San Francisco, CA 94105, Investment Related: No, Position, Title, Association: Consultant/Independent Contractor, Employee State Date: 03-Jan-2025, No Hours: 3 hrs mthly No Hours during Trading: 0 Weekly, Duties: Deliver Food I*2661258, Entity Type: Rental Property Name of OBA: Rental Property 2 Address: Tulsa, OK 74134 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 08/01/2025No Hours: 20 Yearly No Hours during trading: 0 Duties: Owner of rental I*3186272 Entity Type: For Profit Name of OBA: EV LaReine Property Group LLC Address: Tulsa, OK 74146 Investment Related: No Position, Title, Association: General Partner/Managing Member, Owner Employee Start Date: 12/02/2025 Number of Hours: 5, Monthly Number of Hours during trading: 0 Duties: I want to open an LLC to manage my rental properties. This way I can clearly separate expenses and have a more organized bookkeeping method. It will allow me legitimate business expenses. Manage my own rental properties under an LLC to keep personal and business expenses separate for tax purposes. I*4721287 Entity Type: Rental Property Name of OBA: Rental Property - 16-Jun-26 - 1 Address: Tulsa, Oklahoma, 74146 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 07/01/2026 Number of Hours: 20, Yearly Number of Hours during trading: 0 Duties: Sole owner/Rental Property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-17 |
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