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One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-18 |
Branch Locations
5601 Granite Parkway Stes. 400 & 1300, Plano, TX 75024 • United States
777 Main St. Ste. 3500, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | St. Petersburg | FL | 11/2015 | 10/2018 |
| Raymond James & Associates, Inc | Houston | TX | 10/2018 | 06/2019 |
| Kestra Financial, Inc | Houston | TX | 01/2020 | 11/2021 |
| Unemployed | Houston | TX | 07/2019 | 12/2019 |
| Gallagher Benefit Services | Houston | TX | 01/2020 | 11/2021 |
| Bokf, Na | Fort Worth | TX | 12/2021 | Present |
| Bok Financial Securities, Inc. | Fort Worth | TX | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-12 |
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