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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-07 |
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Austin | TX | 07/2011 | 05/2026 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2026 | Present |
| J.P. Morgan Chase Bank, N.A. | Austin | TX | 11/2016 | 05/2026 |
| Morgan Stanley Smith Barney Llc | Austin | TX | 05/2026 | Present |
*693930- Central Texas Food Bank; Investment related: No; Austin, Texas; Agricultural/Horticultural:Civic/Community:Disaster Relief:Economic Assistance:Health and Welfare; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2023; During business hours: 5; After business hours: 5; Administrative; I am on the Governance Committee and am responsible for overseeing Board structure and identifying new Board members
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-21 |
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