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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-30 |
Branch Locations
7500 Dallas Parkway Suite 500, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Frisco | TX | 10/2012 | 10/2018 |
| Himalayan Tea Trails, Llc. | Mckinney | TX | 09/2014 | 08/2017 |
| Jpmorgan Chase Bank, N.A. | Frisco | TX | 01/2018 | 10/2018 |
| Jpmorgan Chase Bank, N.A. | Frisco | TX | 10/2018 | 04/2021 |
| Jp Morgan Securities Llc | Frisco | TX | 10/2018 | 04/2021 |
| Morgan Stanley Smith Barney Llc | Plano | TX | 04/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2021 | Present |
*443353 - Rental Property; Investment related - Yes; Mckinney, Texas; Real Estate; Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2018; During business hours: 1; After business hours: 0; Property Management *573635 - Boulder River Craig Ranch LLC ; Investment related - Yes ; Mckinney ,Texas ; Rental Property ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 10/2023 ; During business hours : 0 ; After business hours : 0 ; Owner of the property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-21 |
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