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The Colony, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Southlake | TX | 03/2016 | 02/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2016 | 02/2018 |
| Anchory, Llc (Formerly Peak Vantage Wealth, Llc) | Southlake | TX | 02/2018 | Present |
| Belpointe Asset Management, Llc | Reno | NV | 11/2024 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-21 |
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