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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-03-23 |
| TX | RA | APPROVED | 2023-03-23 |
Branch Locations
2200 South Utica Place Suite 500, Tulsa, OK 74114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Union Public Schools | Tulsa | OK | 08/2021 | 05/2022 |
| Starbucks | Tulsa | OK | 05/2021 | 09/2021 |
| Epic Charter Schools | Tulsa | OK | 09/2020 | 06/2021 |
| First Bank Of Owasso | Owasso | OK | 09/2019 | 09/2020 |
| Red Crown Credit Union | Claremore | OK | 03/2019 | 09/2019 |
| First Bank Of Owasso | Owasso | OK | 07/2017 | 03/2019 |
| Kanakuk Kamps | Branson | MO | 05/2017 | 07/2017 |
| Raising Cane's Chicken Fingers | Owasso | OK | 07/2015 | 05/2017 |
| Campus Christian Fellowship | Tahlequah | OK | 10/2016 | 05/2017 |
| Bok Financial Securities, Inc. | Tulsa | OK | 06/2022 | 02/2023 |
| Bokf, Na | Tulsa | OK | 06/2022 | 02/2023 |
| Morgan Stanley | Tulsa | OK | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-10 |
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