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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-17 |
Branch Locations
7500 Dallas Parkway Suite 500, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities L.L.C. | Mckinney | TX | 06/2014 | 01/2025 |
| Morgan Stanley Smith Barney Llc | Plano | TX | 01/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-09 |
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