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5100 N Classen Boulevard Suite 620, Oklahoma City, OK 73118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED | 2026-01-12 |
Branch Locations
5100 N Classen Boulevard Suite 620, Oklahoma City, OK 73118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rockefeller Financial Llc | Bethesda | MD | 01/2022 | Present |
| University Of Oklahoma | Norman | OK | 08/2020 | 12/2021 |
| University Of Oklahoma | Norman | OK | 08/2015 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-12 |
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