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2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-02 |
Branch Locations
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Plano | TX | 02/2016 | 06/2021 |
| Jh2 Solutions Llc / Dba Verify-Ed | Rockwall | TX | 04/2007 | 03/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2016 | 06/2021 |
| American United Life | Dallas | TX | 06/2021 | 07/2023 |
| Oneamerica Securities | Dallas | TX | 07/2021 | 04/2023 |
| Facet | Baltimore | MD | 07/2023 | Present |
1. Stevens Institute of Technology; Non-Investment Related: Hoboken, NJ; Education; Member of the Board of Trustees since May 2021; 5 hours/month; 2 hours during trading; Alumni Representative. 2. Texas Bar Association Grievance Committee; Non-Investment Related; Austin, TX, Public Member since July 21; 3 hours/month during trading; Committee Representative 3. JH2 Solutions, LLC; Non-Investment; Rockwall, TX, Collaborative Divorce Professional & Divorce Coach, Financial Neutral since 2019; 0 hours/month; Resource to assist divorcing parties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-19 |
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