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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-11 |
Branch Locations
7600 Broadway Suite 100, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc | Malvern | PA | 06/2021 | 12/2022 |
| Texas Tech University | Lubbock | TX | 08/2016 | 12/2020 |
| 1440 Open House | San Antonio | TX | 03/2017 | 01/2018 |
| One Advocate Group | San Antonio | TX | 05/2018 | 07/2018 |
| One Advocate Group | San Antonio | TX | 06/2019 | 08/2019 |
| Lending Strategy Advisers | San Antonio | TX | 01/2021 | 06/2021 |
| Townnorth Clothing | San Antonio | TX | 02/2019 | 06/2021 |
| Sendero Wealth Management | San Antonio | TX | 01/2023 | 12/2023 |
| Sendero Securities | San Antonio | TX | 01/2023 | 12/2023 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 04/2024 | 11/2025 |
| N/A | N/A | XX | 01/2024 | 03/2024 |
| Capfinancial Securities Llc | Raleigh | NC | 04/2024 | 11/2025 |
| Morgan Stanley | San Antonio | TX | 12/2025 | Present |
* 671610 - Lending Strategy Advisors; Investment related-Yes; San Antonio, Texas; Investment/Finance/Banking; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 0; After business hours: 4; Business Development/Growth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-09 |
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