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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-30 |
Branch Locations
13355 Noel Rd Division - Texas South, Dallas, TX 75240 • United States
800 Capitol St, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Beaumont | TX | 08/2014 | 10/2017 |
| Morgan Stanley | Houston | TX | 10/2017 | 07/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 08/2024 | Present |
I*1962315, Entity Type Entity For Profit, Name of OBA: Conscious Cloth Ventures LLC Address: Houston, Texas, 77053Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 07/06/2020 No Hours: 10 Monthly No Hours during trading: 0 Duties: Conscious Cloth Ventures is DBA Cloth Cuties. Cloth Cuties is a cloth diaper service that helps moms cloth diapers their babies. My role is administrative. I occasionally wash diapers for the service.I*1970270, Entity Type Entity For Profit, Name of OBA: Grantwood Investments LLC Address: HoustonTexas 77053 Investment Related: No Position, Title, Association:General Partner/Managing Member Employee Start Date:01/07/2022 No Hours:0 No Hours during trading: 0 Duties:I preform no activities for this activity. My husband may use it to invest in real estate in the future. It currently holds no investments and we're simply disclosing the LLC.I*1970272, Entity Type Entity For Profit Name of OBA: D & J Entertainment LLC Address: HoustonTexas77053 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 07/06/2020 No Hours: 0 No Hours during trading: 0 Duties: This LLC was established for future holdings. The entity currently holds nothing. Should that change, we would disclose the activity. For now, simply want to disclose the LLC. I have no responsibilities for this entity. I*2078271, Entity Type, Name of OBA: Houston Metropolitan Chapter of Jack & Jill of America Address: Houston, Texas, 77006 Investment Related: N Position, Title, Association: Assistant Treasurer and Volunteer Employee Start Date: 12/01/2024 No Hours: 24 Y No Hours during trading: 0 Duties: assistant treasurer, sit on the budget committee, assist with reporting, communicate with Mothers about upcoming deadlines, will present the Treasurer's report as needed
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-20 |
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