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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2017-06-29 |
| TX | RA | APPROVED | 2017-06-29 |
Branch Locations
3540 S Boulevard St Ste 110, Edmond, OK 73013 • United States
Edmond, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Oklahoma City | OK | 01/2009 | 06/2017 |
| Wells Fargo Clearing Services Llc | Edmond | OK | 06/2017 | Present |
CO-TRUSTEE FOR MOTHER'S TRUST; INV. RELATED; EDMOND, OK; START DATE 10/21/2015; LESS THAN 1 HR PER MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY; INV. RELATED; SANTA ROSA BEACH, FL; START DATE 6/1/2011; 0 HRS PER MONTH; 0 HRS DURING TRADING. MEWBOURNE OIL; INV. RELATED; DEWEY COUNTY, OK; ROYALTY PAYMENTS FROM MINERAL RIGHTS; START DATE 8/1/2013; 0 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: NONE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-23 |
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