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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2017-08-24 |
| OK | RA | APPROVED | 2017-07-27 |
Branch Locations
4160 Se Adams Rd Ste 102, Bartlesville, OK 74006 • United States
6060 S American Plaza St E Ste 400, Tulsa, OK 74135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Bartlesville | OK | 12/2016 | Present |
| Aerotek | Tulsa | OK | 08/2016 | 12/2016 |
| Sterling's Grille | Bartlesville | OK | 06/2013 | 01/2017 |
RENTAL PROPERTY, INV RELATED, BARTLESVILLE, OK, 1005 OWNERSHIP, START 3/1/2019, 5 HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. BARTLESVILLE LIBRARY TRUST AUTHORITY; INV. RELATED; BARTLESVILLE, OK; BOARD MEMBER; START 5/14/2021;REVIEW ASSETS, INVESTMENTS, MAKE DISBURSEMENTS AND REBALANCE INVESTMENTS AS NEEDED. PARADISE FRENCHIES, LLC, NOT INVT RELATED, BARTLESVILLE, OK, 50% OWNERSHIP BY SPOUSE, START 10/1/2021, 0 HRS PER MONTH, 0 HRS DURING TRADING, CHECK SIGNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-27 |
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