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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-06-21 |
Branch Locations
301 Congress Avenue Suite 1400, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 08/2016 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 04/2018 | 05/2019 |
| Bank Of America, N.A. | Austin | TX | 05/2018 | 05/2019 |
| Morgan Stanley | Austin | TX | 06/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-21 |
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