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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Oklahoma City | OK | 11/2017 | 05/2019 |
| Nylife Securities Llc | Oklahoma City | OK | 10/2018 | 05/2019 |
| Morgan Stanley | Oklahoma City | OK | 06/2019 | 08/2019 |
| Morgan Stanley Private Bank, N.A | Oklahoma City | OK | 08/2019 | 08/2019 |
| Massmutual Life Insurance Company | Oklahoma City | OK | 11/2019 | 08/2020 |
| Mml Investors Services, Llc | Oklahoma City | OK | 01/2020 | 08/2020 |
| Unemployed | Oklahoma City | OK | 09/2019 | 10/2019 |
| Td Ameritrade, Inc. | Southlake | TX | 08/2020 | 06/2024 |
| Oklahoma City Boathouse | Oklahoma City | OK | 09/2012 | 11/2016 |
| Unemployed | Oklahoma City | OK | 12/2016 | 10/2017 |
| Charles Schwab And Co., Inc. | Omaha | NE | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-22 |
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