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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-25 |
Branch Locations
510 Austin Avenue Suite. 314, Waco, TX 76701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Waco | TX | 05/2007 | 07/2025 |
| Bank Of America, N.A. | Waco | TX | 07/2011 | 07/2025 |
| Morgan Stanley Smith Barney Llc | Waco | TX | 07/2025 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2025 | Present |
(1) 654740 - Health Care Service Corporation; Investment Related; Chicago, IL; Hospital/Healthcare; Contractor; Start 01-January-2000; During business hours: 0; After business hours: 4; Sales/Marketing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-15 |
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