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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-18 |
Branch Locations
711 Louisiana Street 15Th Floor, Houston, TX 77002 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets | Houston | TX | 04/2008 | 02/2021 |
| Morgan Stanley Smith Barney | Houston | TX | 06/2009 | 02/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2021 |
| Oppenheimer & Co. Inc | Houston | TX | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-21 |
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