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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-04 |
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 05/2022 | 01/2025 |
| Shipstation | Austin | TX | 07/2020 | 05/2022 |
| Amazon Whole Foods | Austin | TX | 02/2020 | 06/2020 |
| General Assembly | Austin | TX | 02/2020 | 05/2020 |
| Corelogic | Austin | TX | 01/2020 | 02/2020 |
| Texas State University | San Marcos | TX | 08/2021 | 04/2022 |
| Vrbo | Austin | TX | 10/2019 | 12/2019 |
| Western Governor's University | Austin | TX | 08/2019 | 12/2019 |
| Unemployed | Austin | TX | 06/2019 | 08/2019 |
| National Western Life Insurance | Austin | TX | 01/2019 | 06/2019 |
| Unemployed | Austin | TX | 09/2018 | 01/2019 |
| Austin Independent School District | Austin | TX | 08/2013 | 09/2018 |
| Morgan Stanley | Austin | TX | 05/2025 | Present |
| Unemployed | Austin | TX | 02/2025 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-28 |
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