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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-17 |
Branch Locations
2800 Post Oak Boulevard Suite 3200, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hines | New York | NY | 08/2013 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 01/2017 | 12/2017 |
| Bank Of America, N.A. | Pennington | NJ | 05/2017 | 12/2017 |
| Unemployed | Langhorne | PA | 12/2017 | 04/2018 |
| Morgan Stanley Smith Barney Llc | Lawrenceville | NJ | 04/2018 | 12/2023 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 08/2024 | 06/2025 |
| Unemployed | Houston | TX | 01/2024 | 08/2024 |
| Morgan Stanley | Houston | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-30 |
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