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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-30 |
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 |
|---|---|---|---|---|
| Td Ameritrade Investment Management, Llc | Sugarland | TX | 02/2018 | 12/2020 |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 05/2021 | 09/2021 |
| J.P. Morgan Securities Llc | Houston | TX | 05/2021 | 09/2021 |
| Scottrade Investment Management | Webster | TX | 01/2017 | 02/2018 |
| Scottrade, Inc | Webster | TX | 05/2012 | 02/2018 |
| Td Ameritrade, Inc | Sugarland | TX | 02/2018 | 01/2021 |
| Unemployed | Houston | TX | 02/2021 | 04/2021 |
| E*Trade Securities Llc | Houston | TX | 09/2021 | 03/2024 |
| E*Trade Capital Management Llc | Houston | TX | 09/2021 | 03/2024 |
| Morgan Stanley/ E*Trade | Houston | TX | 09/2023 | 03/2024 |
| Edward Jones | Houston | TX | 03/2024 | 10/2025 |
| Morgan Stanley | Houston | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-25 |
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