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One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2022-05-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 12/2012 | 06/2018 |
| Bbva Securities Inc. | Austin | TX | 05/2013 | 06/2018 |
| Esqpuede | Austin | TX | 11/2014 | 01/2018 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 06/2015 | 06/2018 |
| Bbva Wealth Solutions Inc. | Austin | TX | 10/2016 | 06/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 01/2020 | 04/2022 |
| Ctx Capital | Austin | TX | 06/2018 | 09/2018 |
| Emotive Logistics | Austin | TX | 03/2019 | 04/2019 |
| Tacodeli | Austin | TX | 05/2019 | 10/2019 |
| Unemployed | Austin | TX | 10/2019 | 01/2020 |
| Unemployed | Austin | TX | 09/2018 | 03/2019 |
| Bokf, Na | Tulsa | OK | 05/2022 | Present |
| Bok Financial Securities, Inc. | Tulsa | OK | 05/2022 | Present |
NAME: Simple Rental Property ADDRESS: Austin, TX INVESTMENT RELATED (Y/N): N START DATE: 08/2022 POSITION HELD: Landlord/Property Owner NATURE OF OUTSIDE BUSINESS: Simple Rental Property HRS/MO: 0 HRS/MO DURING SECURITIES TRADING: 0 BRIEF DESCRIPTION OF DUTIES: Owner of residential property that will be leased to tenants.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-15 |
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