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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-07 |
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 | Bloomfiled Hills | MI | 07/2013 | 04/2026 |
| J.P. Morgan Chase Bank, N.A. | Bloomfiled Hills | MI | 07/2013 | 04/2026 |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2026 | Present |
| Morgan Stanley Smith Barney Llc | Austin | TX | 04/2026 | Present |
Manta Health (Rincon Labs Inc.) / Not Investment Related / Venice, CA / Healthcare / Owner, Partner / Start 08-October-2025 / 0-10 hours per week / 0 during trading / Manta Health is a healthcare IT startup that I would like to be an angel investor for via a SAFE. I will have no direct involvement in the company, simply a passive minority investor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-30 |
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