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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-03 |
| OK | RA | APPROVED | 2023-02-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of Oklahoma | Tulsa | OK | 10/2013 | 12/2016 |
| Matt Mccoy State Farm | Tulsa | OK | 05/2017 | 07/2017 |
| Bank Of America N.A. | Tulsa | OK | 07/2017 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tulsa | OK | 07/2017 | Present |
| Unemployed | Tulsa | OK | 12/2016 | 05/2017 |
| Oklahoma State University | Stillwater | OK | 06/2022 | Present |
| Bank Of America, N.A. | Tulsa | OK | 01/2023 | Present |
I*1789304, Entity Type, Name of OBA:Bixby Central Elementary PTO Address:Bixby, OK, 74008, Investment Related: Position, Title, Association:Committee,Board Member Employee Start Date:08/19/2024 No Hours:10 weekly No Hours during trading:0 Duties:Assist in organizing and participating in activities for Bixby Central Elementary such as the spring carnival, valentine candy grams, movie nights etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-10 |
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