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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-05 |
Branch Locations
2525 Bay Area Blvd 3Rd Floor, Houston, TX 77058 • United States
15958 City Walk #240, Sugar Land, TX 77479 • United States
4400 Post Oak Parkway Suite 1700, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Houston | TX | 12/2011 | 09/2020 |
| J.P. Morgan Securities Llc | Houston | TX | 09/2020 | 06/2021 |
| Morgan Stanley | Houston | TX | 06/2021 | 05/2025 |
| Ubs Financial Services, Inc. | Houston | TX | 05/2025 | Present |
*530173 - MKR Family Holdings, LLC; Investment related: Yes; Richmond, Texas; Investment/Finance/Banking; Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2022; During business hours: 0; After business hours: 1; Investment Decisions/Advice, Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-25 |
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