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5900 Southwest Parkway Building 1, Suite 100, Austin, TX 78735-6202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-26 |
Branch Locations
5900 Southwest Parkway Building 1, Suite 100, Austin, TX 78735-6202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 07/2009 | 11/2017 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 11/2017 | 03/2020 |
| Jpmorgan Securities, Llc. | New York | NY | 11/2017 | 03/2020 |
| Sage Advisory Services | Austin | TX | 04/2020 | Present |
Entity Name: Rental Property Investment related: Yes Address: Brooklyn, NY Nature of the other business: Rental Property Position/Title/Relationship: owner Start Date: 01-Feb-2019 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-10 |
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