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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-26 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 11/2015 | 07/2024 |
| Bank Of America, N.A. | Los Angeles | CA | 12/2015 | 07/2024 |
| Morgan Stanley Smith Barney Llc | Houston | TX | 07/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2024 | Present |
*606785 - Rental Property in College Station TX; Investment related: Yes; College Station, Texas; Rental Property; Partner(proprietor, partner, officer, director, employee, trustee, agent); 11/2020; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-20 |
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