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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2023-06-30 |
| TX | RA | APPROVED | 2023-06-30 |
Branch Locations
100 Crescent Court Suite 600, Dallas, TX 75201 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2017 |
| Morgan Stanley | Dallas | TX | 07/2013 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 01/2017 | 06/2023 |
| Bank Of America, N.A. | Dallas | TX | 02/2017 | 06/2023 |
| Ubs Financial Services Inc | Dallas | TX | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-25 |
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