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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Austin | TX | 06/2009 | 07/2017 |
| Morgan Stanley | Austin | TX | 07/2017 | 10/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 08/2017 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 10/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2017 | 10/2024 |
| Bank Of America, N.A. | Austin | TX | 10/2024 | Present |
I*2156298, Entity Type For profit, Name of OBA: Keystone Fellowship Address: Remote- Austin, Texas, 78738 Investment Related: No Position, Title, Association: Mentor Employee Start Date: 01/20/2025 No Hours: 2 monthly No Hours during trading: 0 Duties: Fellowship and mentoring
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-19 |
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