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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-08-12 |
| OK | RA | APPROVED | 2018-08-10 |
Branch Locations
3540 S Boulevard St Ste 110, Edmond, OK 73013 • United States
Oklahoma City, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Oklahoma City | OK | 06/2002 | 08/2018 |
| Morgan Stanley Smith Barney | Oklahoma City | OK | 06/2009 | 08/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2018 |
| Wells Fargo Clearing Services Llc | Edmond | OK | 08/2018 | Present |
BD REAL ESTATE, LLC; NOT INVESTMENT RELATED; OKLAHOMA CITY,OK; 100% OWNERSHIP WITH SPOUSE; START DATE 6/1/2021; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; HOLDING COMPANY FOR RENTAL PROPERTY.; POWER OF ATTORNEY FOR MOTHER, INV RELATED, OKLAHOMA CITY, OH, START: 3/13/2019, 8 HOURS A MONTH, 1 HOUR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-22 |
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