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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-22 |
Branch Locations
2727 Allen Pkwy., Ste. 1500, Houston, TX 77019-2127 • United States
2615 Calder Ave Ste 150, Beaumont, TX 77702-1957 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Graystone | Houston | TX | 11/2011 | 10/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2024 |
| Ameriprise Financial Services, Llc | Houston | TX | 10/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
Business Ownership; Etatap Ventures, LLC; Owner; Manage Ameriprise Business; 3000 Hawkins St, , Houston, TX, 77003; Investment-Related; 12/09/2024; 60 hours per month; 60 during trading hours. Outside Employment; Etatap Ventures, LLC; Owner; Manage advisory business; 3000 Hawkins St, , Houston, TX, 77003; Investment-Related; 12/09/2024; 60 hours per month; 60 during trading hours / Q5 Wealth Management; Paid through Q5 for Ameriprise; Manage advisory business; 2615 Calder Ave, #150, Beaumont, TX, 77702; Investment-Related; 10/16/2024; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-11 |
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