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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-30 |
| NM | RA | APPROVED | 2024-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Albuquerque | NM | 02/2016 | 07/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2022 | 08/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Albuquerque | NM | 03/2024 | Present |
| Unemployed | Albuquerque | NM | 08/2023 | 03/2024 |
| Bank Of America, N.A | Albuquerque | NM | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-31 |
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