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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-16 |
Branch Locations
5847 San Felipe Street Ste 3900, Houston, TX 77057 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Sugar Land | TX | 08/2010 | 09/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2018 |
| Wells Fargo Clearing Services Llc | Sugar Land | TX | 09/2018 | 02/2026 |
| Raymond James & Associates | Houston | TX | 02/2026 | Present |
EXECUTOR FOR BROTHER'S ESTATE; INV RELATED; SUGARLAND, TX; EXECUTOR; 03/2025; 4 HOURS PER MONTH; 4 HOURS DURING TRADING; DISTRIBUTE ASSETS FROM BROTHER'S ESTATE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-18 |
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