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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-06 |
Branch Locations
301 Congress Avenue Suite 1400, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2016 | 02/2024 |
| Kestra Investment Services, Llc | Austin | TX | 07/2024 | 12/2024 |
| Unemployed | Austin | TX | 02/2024 | 07/2024 |
| Morgan Stanley | Austin | TX | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-27 |
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