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6300 Bee Cave Road Building One, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-11-15 |
Branch Locations
6300 Bee Cave Road Building One, Austin, TX 78746 • United States
1515 South Tryon Street, Charlotte, NC 28203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Charlotte | NC | 04/2016 | 06/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2016 | 09/2018 |
| Morgan Stanley | Cornelius | NC | 06/2017 | 09/2018 |
| Dimensional Fund Advisors | Charlotte | NC | 10/2018 | Present |
Park Bridge, LLC; Investment related - No; 2630 Shenandoah Ave, Charlotte, NC 28205; LLC was created for a potential real estate purchase; LLC was created for a potential real estate purchase that did not materialize. LLC is still active with no current assets or investments.; Started Aug 27, 2020; Approximately 0 hours per month; During security trading hours: 0; Family business member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-23 |
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