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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-26 |
Branch Locations
15021 Katy Freeway Suite 650, Houston, TX 77094 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Houston | TX | 10/2007 | 10/2023 |
| J.P. Morgan Securities Llc | Houston | TX | 10/2012 | 10/2023 |
| Morgan Stanley Smith Barney Llc | Houston | TX | 10/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-24 |
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