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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-25 |
Branch Locations
7600 Broadway Suite 100, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | San Antonio | TX | 08/2012 | 03/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 03/2017 | 04/2025 |
| Bank Of America, N.A. | San Antonio | CA | 05/2017 | 04/2025 |
| Morgan Stanley Smith Barney Llc | San Antonio | TX | 04/2025 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2025 | Present |
(1) 641216 - Texas Military Institute; Not Investment Related; San Antonio, TX; Non-Profit; Board Member, Investment Committee, Finance Committee; Start September 2019; During Business Hours: 1; After Business Hours: 1; Administrative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-03 |
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