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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-03 |
Branch Locations
845 Texas Avenue, Houston, TX 77002 • United States
24 Waterway Avenue Suite 600, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 07/2020 | 08/2025 |
| Bank Of America / Merrill Lynch | Charlotte | NC | 09/2022 | 03/2024 |
| Bank Of America / Merrill Lynch | Charlotte | NC | 07/2020 | 09/2022 |
| Wells Fargo Bank | Charlotte | NC | 01/2020 | 07/2020 |
| Titanium American Logistics | Charlotte | NC | 05/2019 | 12/2019 |
| Pittsburg Logistics Systems (Pls Logistics) | Charlotte | NC | 05/2018 | 04/2019 |
| Unemployed | Charlotte | NC | 03/2018 | 05/2018 |
| Wells Fargo Bank | Charlotte | NC | 06/2014 | 03/2018 |
| Morgan Stanley | Houston | TX | 08/2025 | Present |
*678906- McKoy Real Estate Holdings LLC aka M.R.E.H LLC; Investment related: Yes; Cypress, Texas; Real Estate; Officer (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 5; Administrative, Accounting/Bookkeeping, Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-12 |
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