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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-12 |
| CO | RA | APPROVED | 2018-04-26 |
| FL | RA | APPROVED | 2013-02-15 |
Branch Locations
8701 Bee Caves Road Suite 300, Austin, TX 78746 • United States
301 Congress Avenue Suite 1400, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 06/2016 | Present |
| Morgan Stanley | Colorado Springs | CO | 06/2016 | 04/2024 |
| Morgan Stanley | Austin | TX | 04/2024 | Present |
Sole Proprietor / Owner / Partner/ Rental Property 0 hrs during/1 hr after $1725.00 monthly receives Compensation *597508- Rental Property; Investment related: Yes; Colorado Springs, Colorado; Rental Property; owner of property (proprietor, partner, officer, director, employee, trustee, agent); 06/2024; During business hours: 0; After business hours: 1; owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-28 |
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