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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Woodlands | TX | 12/2021 | 11/2022 |
| Sugar And Stitch Bakery | Spring | TX | 05/2016 | 11/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2022 | 11/2022 |
| Stifel Independent Advisors, Llc | Woodlands | TX | 11/2022 | 08/2026 |
| Equitable Advisors, Llc | Spring | TX | 08/2026 | Present |
| Joseph Oliver | Spring | TX | 08/2026 | Present |
1. Youtube.com/@bigonstyle; 8222 Pheasant Glen Dr, Spring, TX 77379; Owner; I make videos of clothes that companies send me; 04/29/2022; 3 Hours per Day; Not during securities trading hours; Not Investment-Related. 2. Notary, State of Texas; 8146 Spring Cypress Rd Spring, TX 77379; Notary Public; Notarize documents for our clients as needed; 10/25/2023; 2 hrs/year; During securities trading hours; Not Investment-Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-18 |
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