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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-11 |
Branch Locations
2800 Post Oak Boulevard Suite 3200, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bernstein Private Wealth Management | San Diego | CA | 10/2018 | 07/2020 |
| Ibisworld Inc. | Los Angeles | CA | 11/2017 | 08/2018 |
| Fastenal Company | Hillsboro | OR | 02/2015 | 10/2017 |
| Adviceperiod, Llc | Los Angeles | CA | 07/2020 | 03/2022 |
| Mariner Wealth Advisors | Los Angeles | CA | 03/2022 | 05/2022 |
| Mariner Platform Solutions | Los Angeles | CA | 05/2022 | 01/2026 |
| Morgan Stanley | Houston | TX | 01/2026 | Present |
*678727 - FINRA Dispute Resolution Services; Investment related- No; New York, New York; Investment/Finance/Banking; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 07/2023; During business hours: 0; After business hours: 3; Neutral party that helps to resolve securities-related disputes.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-03 |
| S65 | Uniform Investment Adviser Law Examination | 2020-11-19 |
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