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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-08 |
Branch Locations
8701 Bee Caves Road Suite 300, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 02/2013 | 05/2023 |
| Morgan Stanley Smith Barney Llc | Austin | TX | 05/2023 | Present |
*OBI - 555329 - PuroClean of Northwest Austin ; Investment related - Yes ; Cedar Park, Texas ; Water/Fire/Mold Restoration ; Co-owner(proprietor, partner, officer, director, employee, trustee, agent) ; 7/2020 ; During business hours : 0 ; After business hours : 0 ; No duties; I am not involved. My husband, Zach, is 100% responsible for running the business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-19 |
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