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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-01-11 |
Branch Locations
6305 Waterford Blvd Suite 300, Oklahoma City, OK 73118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oklahoma State Intramural Sports | Stillwater | OK | 08/2013 | 12/2016 |
| Oklahoma State University | Stillwater | OK | 01/2016 | 12/2017 |
| Foresters Financial Services | Oklahoma City | OK | 12/2017 | 03/2018 |
| Massmutual Oklahoma | Oklahoma City | OK | 03/2018 | 10/2018 |
| Allstate Insurance Company | Bethany | OK | 11/2018 | 06/2020 |
| Postmates | San Francisco | CA | 08/2018 | 12/2018 |
| Mml Investors Services, Llc | Oklahoma City | OK | 06/2022 | Present |
| Massmutual Life Insurance Company | Oklahoma City | OK | 06/2022 | Present |
| Heartland Payment Systems | Oklahoma City | OK | 10/2020 | 04/2021 |
| Midfirst Bank | Oklahoma City | OK | 05/2021 | 06/2022 |
| Unemployed | Oklahoma City | OK | 06/2020 | 10/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-16 |
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