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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-17 |
| TX | RA | APPROVED | 2026-03-17 |
Branch Locations
2829 Townsgate Road, Westlake Village, CA 91361 • United States
5001 Spring Valley Road Suite 900W, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moss, Luse & Womble, Llc | Addison | TX | 02/2018 | 07/2021 |
| American Airlines | Fort Worth | TX | 05/2016 | 02/2018 |
| The Mather Group, Llc | Dallas | TX | 07/2021 | 12/2021 |
| Texas Capital Bank Private Wealth Advisors | Dallas | TX | 01/2023 | 02/2026 |
| Texas Capital Bank | Dallas | TX | 01/2023 | 02/2026 |
| Mmbb Financial Services Llc | New York | NY | 03/2022 | 12/2022 |
| Unemployed | Dallas | TX | 12/2021 | 03/2022 |
| Tcbi Securities | Dallas | TX | 01/2024 | 02/2026 |
| Morgan Stanley | Westlake Village | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-01 |
| S65 | Uniform Investment Adviser Law Examination | 2019-10-20 |
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