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Josephine Adel Concannon

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Tulsa, OK

New York, NY

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-12
OK RA APPROVED 2023-09-05
  • TX RA
    APPROVED
    Since 2023-10-12
  • OK RA
    APPROVED
    Since 2023-09-05

Branch Locations

6100 S Yale Ave, Tulsa, OK 74136 • United States

One Bryant Park, New York, NY 10036 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa OK 03/2023 Present
Aisle Rocket Chicago IL 08/2021 03/2023
Saggezza, An Apexon Company Chicago IL 10/2017 08/2021
University Of Oklahoma - Price Business School Norman OK 08/2013 09/2017
Lululemon Norman OK 06/2015 05/2017
Bank Of America, N.A. Tulsa OK 06/2023 Present
  • 03/2023 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Tulsa, OK
  • 08/2021 → 03/2023
    Aisle Rocket
    Chicago, IL
  • 10/2017 → 08/2021
    Saggezza, An Apexon Company
    Chicago, IL
  • 08/2013 → 09/2017
    University Of Oklahoma - Price Business School
    Norman, OK
  • 06/2015 → 05/2017
    Lululemon
    Norman, OK
  • 06/2023 → Present
    Bank Of America, N.A.
    Tulsa, OK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-25
  • S66 Uniform Combined State Law Examination
    2023-08-25
Other Names
  • Josephine Adel Lehman

View on SEC IAPD

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Other Investors

OANH STANGER
DAVID MONROE POARCH
ROBERT BRETT KRAMER
AIMEE NICOLE BOYER
ROBERT WILIAM MOORE
JOEL BERNARD KANTOR
Jayme Don Fowler
Anthony Charles Dionisio

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

More in Tulsa, OK

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