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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2021-10-13 |
| TX | RA | APPROVED | 2021-10-13 |
Branch Locations
4200 E. Skelly Drive Suite 950, Tulsa, OK 74135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tulsa | OK | 08/2018 | 09/2021 |
| Tulsa Federal Credit Union | Tulsa | OK | 07/2018 | 09/2018 |
| Arvest Wealth Management | Tulsa | OK | 03/2017 | 01/2018 |
| Northeastern State University | Broken Arrow | OK | 01/2018 | 05/2018 |
| Blaze Pizza | Tulsa | OK | 10/2016 | 01/2017 |
| Texas Roadhouse | Tulsa | OK | 08/2016 | 04/2017 |
| Oklahoma Central Credit Union | Tulsa | OK | 08/2014 | 09/2016 |
| Inceed - Bok | Tulsa | OK | 10/2016 | 10/2016 |
| Ttcu | Tulsa | OK | 10/2016 | 12/2016 |
| Energy One Fcu | Tulsa | OK | 12/2016 | 01/2017 |
| Unemployed | Tulsa | OK | 05/2018 | 06/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2019 | 09/2021 |
| Mariner Wealth Advisors | Tulsa | OK | 10/2021 | Present |
Tulsa Girls Art School; not investment related: N, Tulsa, OK, Youth development program, President; start date 1/1/26; 6 hours per month, 2 hours during trading hours, Create protocols, develop an annual budget and ensure proper financial control. FC Tulsa Academy; not investment related; Tulsa, OK; soccer team; treasurer; start date 9/1/25; 2 hours /month, 0 during trading hours; pay for the tournaments, set monthly dues, pay the coaches fees etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-28 |
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