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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-11-03 |
| TX | RA | APPROVED | 2025-11-03 |
Branch Locations
211 N Robinson Ave Ste N1600 One Leadership Square, Oklahoma City, OK 73102 • 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 | 11/2010 | 01/2018 |
| Morgan Stanley Smith Barney Llc | Oklahoma City | OK | 01/2018 | 10/2025 |
| Wells Fargo Clearing Services, Llc | Oklahoma City | OK | 11/2025 | Present |
*421309 - Panacea Therapy Group, LLC; Investment related Yes; Edmond, OK; Hospital/Healthcare, Owner spouse (proprietor, partner, officer, director, employee, trustee, agent); September 2018; During business hours: 0; After business hours: 0. * 474468 - Oak and Rose Designs LLC DBA Purpose Goods; Investment related Yes; Edmond, Oklahoma; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 0; After business hours: 20. *624578 - Wanderwise, LLC; Investment Related - Yes; Edmond, Oklahoma; Retail/Online Stores; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2025; During Business Hours: 0; After Business Hours: 20; Administrative, Accounting/Bookkeeping, Business Development/Growth, Customer Service, Labor/Service, Sales/Marketing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-25 |
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