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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-23 |
| OK | RA | APPROVED | 2022-09-23 |
Branch Locations
4801 Gaillardia Pkwy 2Nd Floor, Suite 202, Oklahoma City, OK 73142 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 05/2022 | Present |
| Gores Phillips 66 | Seiling | OK | 05/2020 | 08/2020 |
| University Of Oklahoma | Norman | OK | 08/2018 | 05/2022 |
| Seiling Junior And High Schools | Seiling | OK | 01/2012 | 05/2018 |
| Unemployed | Seiling | OK | 06/2018 | 07/2018 |
1. CDMD ENERGY, LLC; 206 N MAIN STREET, PO BOX 6, SEILING, OK 73663; OWNER - MINERAL RIGHTS; START 7/6/2023; APPROX 1 HOUR PER MONTH. 2. GORE NITROGEN PUMPING SERVICE LLC; 916 N ELM ST, SEILING, OK 73663; MINORITY OWNER; START 5/9/2024; 0 HOURS. 3. EDMOND AREA CHAMBER OF COMMERCE; 825 E. 2ND ST, STE 100, EDMOND, OK 73034; BOARD MEMBER; START 9/3/2025; APPROX 1 HOUR/MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-01 |
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