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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-29 |
Branch Locations
24 Waterway Avenue Suite 600, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Houston | TX | 04/2016 | 07/2017 |
| Morgan Stanley | Houston | TX | 07/2017 | 07/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 07/2018 | 10/2020 |
| Morgan Stanley | The Woodlands | TX | 08/2022 | Present |
| White Oak Real Estate Solutions Llc | Spring | TX | 10/2020 | 01/2023 |
| Exp Realty | Houston | TX | 11/2021 | 08/2022 |
| Self Employed | Spring | TX | 06/2021 | 06/2022 |
*517437- 28714 Stone Fox LLC; Investment related-Yes; Spring , Texas; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2022; During business hours: 0; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-26 |
| S66 | Uniform Combined State Law Examination | 2005-06-06 |
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