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23350 N Pima Road, Scottsdale, AZ 85255-7153 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-11 |
Branch Locations
7001 Preston Rd. Suite 250, Dallas, TX 75205 • United States
23350 N Pima Road, Scottsdale, AZ 85255-7153 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 06/2015 | 11/2019 |
| Bank Of America, N.A. | Dallas | TX | 09/2015 | 11/2019 |
| Rockefeller Financial Llc | Dallas | TX | 11/2019 | 11/2025 |
| Rock & Co Llc | Dallas | TX | 11/2019 | 11/2025 |
| M.S. Howells & Co. | Scottsdale | AZ | 11/2025 | Present |
| Msh Capital Advisors | Scottsdale | AZ | 11/2025 | Present |
1. Short Term Rental; Investment related- No; Mena, AR; Nature- Short term rental; Position/Title- Owner; Start date- 10.1.21; Approximately 0.5 per month, 0 during trading trading hours; Description- Manage short term rental 2. MSH Capital Advisors; Investment related- Yes; Dallas, TX; Nature- Investment Advisory Services; Position/Title- Advisor; Start date- 11.10.25; Approximately 40 hours per month, 40 during trading hours; Description- Provide investment advisory services 3. M.S. Howells & Co.; Investment related- Yes; Dallas, TX; Nature- Broker Dealer; Position/Title- Registered Rep; Start date -11.10.25; Approximately 40 hours per month, 40 during trading hours, Description- Provide broker-dealer services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-24 |
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