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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-16 |
| NM | RA | APPROVED | 2021-03-08 |
Branch Locations
6565 Americas Parkway Suite 400, Albuquerque, NM 87110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Wealth Management | Lawton | OK | 06/2017 | 12/2017 |
| Cameron University | Lawton | OK | 08/2015 | 05/2017 |
| Arvest Wealth Management | Lawton | OK | 01/2018 | 06/2019 |
| Arvest Wealth Management | Dunca | OK | 06/2019 | 03/2021 |
| Morgan Stanley Smith Barney Llc | Albuquerque | NM | 03/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-20 |
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