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One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Greenville | SC | 10/2022 | 01/2024 |
| Morgan Advanced Materials | Augusta | GA | 12/2021 | 10/2022 |
| Mohawk Industries Inc | Calhoun | GA | 08/2020 | 11/2021 |
| Calhoun Auto Outlet | Calhoun | GA | 04/2020 | 08/2020 |
| University Of Georgia | Athens | GA | 08/2016 | 04/2020 |
| Athens Car Wash | Athens | GA | 05/2018 | 09/2019 |
| Td Private Client Wealth Llc | Greenville | SC | 10/2022 | 01/2024 |
| International Brotherhood Of Electrical Workers | Tulsa | OK | 02/2024 | 08/2024 |
| Bokf, Na | Tulsa | OK | 09/2024 | Present |
| Bok Financial Securities, Inc. | Tulsa | OK | 09/2024 | Present |
1) Name: residential rental property Location: private residential address, Greenville, SC 29607 Investment related (y/n): n Start date: May 2026 Position held: property owner Nature of outside business: rental property Hrs/mo: 4 Hrs/mo during securities trading: 0 Brief description of duties: collent rent, maintain property and ad hoc requests
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-28 |
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