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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-14 |
| TX | RA | APPROVED | 2025-05-30 |
Branch Locations
1470 Northbank Parkway Suite 280, Tuscaloosa, AL 35406 • United States
301 Congress Avenue Suite 1400, Austin, TX 78701 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Army | Fort Campbell | TN | 05/2012 | 07/2020 |
| Bancorpsouth | Brentwood | TN | 07/2020 | 04/2021 |
| Infinex Investments, Inc. | Meriden | CT | 07/2020 | 04/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Panama City | FL | 04/2021 | 05/2025 |
| Bank Of America, N.A. | Panama City | FL | 05/2021 | 05/2025 |
| Morgan Stanley Smith Barney Llc | Austin | TX | 05/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2025 | Present |
*648525- US Army Reserves; Investment related: No; Fort Lewis, Washington; Government; Employee (proprietor, partner, officer, director, employee, trustee, agent); 01/2020; During business hours: 0; After business hours: 16; Labor or Service *648530- Rental Properties Owner; Investment related: Yes; Austin, Texas; Rental Property; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 06/2020; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-30 |
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