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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-09 |
Branch Locations
1400 Civic Place Suite 200, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 04/2019 | 09/2021 |
| Aerotek-Td Ameritrade | Hurst | TX | 08/2018 | 04/2019 |
| Resource Staffing/Lennar Homes | Dallas | TX | 05/2018 | 06/2018 |
| Oklahoma State University | Stillwater | OK | 08/2016 | 05/2018 |
| Unemployed | Argyle | TX | 06/2018 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saint Thomas | VI | 10/2021 | 01/2022 |
| Morgan Stanley | Southlake | TX | 03/2024 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Southlake | TX | 01/2022 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-17 |
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