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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-21 |
| TX | RA | APPROVED | 2025-04-21 |
Branch Locations
1585 Broadway 21St Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 05/2020 | 03/2025 |
| People's Community Clinic | Austin | TX | 08/2019 | 12/2019 |
| Green Thumb Agency | Austin | TX | 08/2018 | 11/2019 |
| Quail Creek Golf Course | San Marcos | TX | 02/2018 | 10/2018 |
| Steve Madden Ltd. | San Marcos | TX | 02/2017 | 08/2019 |
| Curra's Grill | Austin | TX | 10/2019 | 03/2020 |
| Stephen F. Austin State University | Nacogdoches | TX | 08/2016 | 12/2016 |
| Wilson's Leather | Cypress | TX | 12/2016 | 01/2017 |
| Wilson's Leather | Cypress | TX | 07/2017 | 08/2017 |
| Unemployed | Austin | TX | 04/2020 | 04/2020 |
| Charles Schwab Bank, Ssb | Austin | TX | 01/2025 | 03/2025 |
| Morgan Stanley | New York | NY | 04/2025 | Present |
*666425 - Rover; Investment related: No; Olympia, Washington; Doggy Day care; Employee (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 10; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-19 |
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