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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-21 |
| TX | RA | APPROVED | 2024-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Austin | TX | 11/2012 | 10/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 10/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2020 | Present |
| Bank Of America, N.A. | Austin | TX | 11/2024 | Present |
I*2406278, Entity Type: , Name of OBA: B 2007 Irrevocable Trust, Address: Austin, Texas, 78731, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 26-Sep-2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-06 |
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