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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-12-18 |
Branch Locations
16055 Space Center Boulevard Suite 100, Houston, TX 77062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 03/2016 | 11/2018 |
| Bank Of America, N.A. | Houston | TX | 03/2018 | 11/2018 |
| Morgan Stanley | Houston | TX | 12/2018 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-08 |
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