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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Anchorage | AK | 12/2019 | 02/2020 |
| Rio Sprinkler Systems | Donna | TX | 06/2015 | 05/2018 |
| Independent Process | San Antonio | TX | 05/2018 | 07/2019 |
| Micah Media Llc | San Antonio | TX | 05/2019 | 10/2019 |
| Morgan Stanley Smith Barney Llc | Spokane | WA | 02/2020 | 10/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2020 | 10/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 10/2025 | Present |
| Bank Of America, N.A. | Austin | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-04 |
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