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5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-03 |
| CA | RA | APPROVED | 2025-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Visalia | CA | 06/2009 | 02/2025 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2025 |
| Prospera Financial Services Inc | Dallas | TX | 02/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 02/2025 |
Bar Nun Consulting LLC; Investment Related - Yes; 859 Murray Ave. San Luis Obispo, CA 93405; Consulting Services; Owner; 07/2026; 25 Hours Per Month; 5 During Trading Hours; Provide consulting and asset management services as part of my Independent Contractor Employ through Prospera Financial Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-04 |
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