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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-23 |
Branch Locations
204 West 19Th Street, Houston, TX 77008 • United States
1202 Jackson Street, Richmond, TX 77469 • United States
11091 Broadway Street, Pearland, TX 77584 • United States
3815 East Broadway Street, Pearland, TX 77581 • 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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Houston | TX | 02/2017 | 11/2019 |
| Bank Of Texas | Katy | TX | 04/2013 | 10/2016 |
| American Income Life | Houston | TX | 12/2016 | 01/2017 |
| E*Trade Securities Llc | Houston | TX | 11/2019 | 04/2020 |
| E*Trade Capital Management Llc | Houston | TX | 11/2019 | 04/2020 |
| E*Trade Securities Llc | Houston | TX | 04/2020 | 03/2023 |
| E*Trade Capital Management Llc | Houston | TX | 04/2020 | 03/2023 |
| Morgan Stanley | Houston | TX | 03/2023 | 09/2023 |
| Morgan Stanley | Houston | TX | 09/2023 | 03/2024 |
| Pnc Investments Llc | Pearland | TX | 03/2024 | Present |
| E*Trade Capital Management Llc | Houston | TX | 06/2017 | 11/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-03 |
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