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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-11 |
Branch Locations
7600 Broadway Suite 100, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Antonio | TX | 04/2020 | 03/2022 |
| Capital Group | San Antonio | TX | 03/2017 | 04/2020 |
| Frost Bank | San Antonio | TX | 02/2017 | 03/2017 |
| Randstad | San Antonio | TX | 07/2015 | 01/2017 |
| Raymond James Financial Services, Inc. | San Antonio | TX | 03/2022 | 06/2025 |
| Raymond James Financial Services Advisors , Inc. | San Antonio | TX | 03/2022 | 06/2025 |
| Raymond James & Associates, Inc. | San Antonio | TX | 06/2022 | 06/2025 |
| Morgan Stanley | San Antonio | TX | 06/2025 | Present |
*646812 - Rental Property; Investment related: Yes; New Braunfels, Texas; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2023; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-29 |
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