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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-09 |
Branch Locations
1400 Civic Place Suite 200, Southlake, TX 76092 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Arlington | TX | 04/2007 | 09/2022 |
| Bank Of America, N.A. | Arlington | TX | 12/2009 | 09/2022 |
| Morgan Stanley Smith Barney Llc | Southlake | TX | 09/2022 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2022 | Present |
*530130 - Rental Property; Investment related: Yes; Arlington, Texas; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2012; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-20 |
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