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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-08 |
| OK | RA | APPROVED | 2023-03-31 |
Branch Locations
6305 Waterford Boulevard Suite 240, Oklahoma City, OK 73118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Oklahoma City | OK | 02/2023 | Present |
| Clever Real Estate | Oklahoma City | OK | 01/2022 | 02/2023 |
| American Fidelity Assurance Company | Oklahoma City | OK | 08/2020 | 01/2022 |
| University Of Arkansas | Fayetteville | AR | 08/2016 | 05/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2023 | Present |
*542308 - Rental Property; Investment related: Yes; Edmond, Oklahoma; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2021; During business hours: 3; After business hours: 2; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-17 |
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