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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-18 |
| OK | RA | APPROVED | 2024-05-24 |
Branch Locations
4811 Gaillardia Pkwy, Oklahoma City, OK 73142 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2023 | 04/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2023 | 04/2024 |
| At&T | Irving | TX | 07/2022 | 02/2023 |
| Blake Jordan State Farm | Edmond | OK | 12/2021 | 07/2022 |
| International Bank Of Commerce | Oklahoma City | OK | 06/2021 | 11/2021 |
| Oak Tree Country Club | Edmond | OK | 04/2020 | 09/2020 |
| University Of Central Oklahoma | Edmond | OK | 08/2017 | 04/2020 |
| Full Time Student | Edmond | OK | 07/2013 | 08/2018 |
| University Of Central Oklahoma | Edmond | OK | 09/2020 | 06/2021 |
| University Of Oklahoma | Edmond | OK | 11/2021 | 05/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2023 | 04/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oklahoma City | OK | 04/2024 | Present |
| Adaptation Financial | Oklahoma City | OK | 02/2023 | 04/2024 |
| Cowley College | Arkansas City | KS | 08/2018 | 12/2018 |
| Bank Of America, N.A. | Oklahoma City | OK | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-14 |
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