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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-17 |
| OK | RA | APPROVED | 2022-06-01 |
Branch Locations
1900 N. Akard St. 5Th And 6Th Fl., Dallas, TX 75201 • United States
521 E 2Nd St Floor 07, Tulsa, OK 74120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tulsa | OK | 03/2015 | 01/2022 |
| Usaf | Tulsa | OK | 02/2008 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2018 | 01/2022 |
| Oklahoma State University | Stillwater | OK | 08/2012 | 05/2017 |
| Jpmorgan Chase Bank, Na | Tulsa | OK | 05/2022 | Present |
| Jpmorgan Securities Llc | Tulsa | OK | 05/2022 | Present |
Entity Name: United States Air Force Investment related: No Address: 9100 E 46th St N, Tulsa, OK 74115 Nature of the other business: Military Position/Title/Relationship: Employee/Contractor Start Date: 02/15/2008 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Enlisted in Oklahoma Air National Guard
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-27 |
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