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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-08-01 |
| TX | RA | APPROVED | 2020-04-23 |
| FL | RA | APPROVED | 2018-09-13 |
Branch Locations
2800 Post Oak Boulevard Suite 3200, Houston, TX 77056 • United States
Montgomery, TX • United States
Spring, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northern Trust | Miami | FL | 02/2015 | 09/2018 |
| Morgan Stanley Smith Barney Llc | Houston | TX | 09/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2018 | Present |
*504768- 632 Delmar St LLC; Investment related-Yes; Houston, Texas; Real Estate; Officer (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 0; Rental property and receiving rental income from it
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-02 |
| S65 | Uniform Investment Adviser Law Examination | 1997-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-01 |
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