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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-26 |
| OK | RA | APPROVED | 2018-04-20 |
Branch Locations
6305 Waterford Boulevard Suite 240, Oklahoma City, OK 73118 • United States
601 Sw C. Avenue Suite 100, Lawton, OK 73501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Lawton | OK | 10/2016 | Present |
| Opes One Advisors | Oklahoma City | OK | 07/2016 | 10/2016 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2019 | Present |
1.Athletic Supporters Foundation; Investment related: No; Oklahoma City, OK; Supports the development of athletes in Oklahoma ; Employee(proprietor, partner, officer, director, employee, trustee, agent); Apr 2018; During business hours: 0; After business hours: 1; Assist in the following activities, Scheduling games, Booking hotels, Assisting with coaching, and other administrative duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-20 |
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