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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2022-09-09 |
| TX | RA | APPROVED | 2022-09-09 |
Branch Locations
3030 Northwest Expressway Suite 300, Oklahoma City, OK 73112 • United States
300 Crescent Court Suite 1450, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hilton Brentwood Suites | Brentwood | TN | 06/2016 | 09/2016 |
| Stephens Inc. | Nashville | TN | 10/2013 | 07/2018 |
| Morgan Stanley | Oklahoma City | OK | 02/2019 | 09/2022 |
| Unemployed | Oklahoma City | OK | 08/2018 | 01/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2019 | 09/2022 |
| Rockefeller Financial Llc | Oklahoma City | OK | 09/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2019 | 09/2022 |
?R Way, LLC; Non-Investment Related; Las Vegas, NV; Family Related Business; Bookkeeper; 2/1/2023; 8 hour per month; 0 hours during trading hours; assists family related business with bookkeeping items. Family Stone LLC; Investment related; Edmond, OK; LLC holds a rental property; Part owner of the LLC; 10/01/2025; 5 hours per year and 0 hours during trading hours; Ensure rent checks are deposited and payments are properly made on all costs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-05 |
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