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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-30 |
Branch Locations
909 East Southeast Loop 323 Suite 170, Tyler, TX 75701 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tyler | TX | 01/2022 | 08/2024 |
| Heaton Eye Associates | Tyler | TX | 01/2020 | 01/2022 |
| Ulta Cosmetics | Tyer | TX | 10/2021 | 04/2022 |
| Texas Spine & Joint/ Baylor Scott & White | Tyler | TX | 08/2014 | 08/2019 |
| Unemployed | Tyler | TX | 09/2019 | 01/2020 |
| The University Of Tyler Texas | Tyler | TX | 08/2012 | 08/2019 |
| Morgan Stanley | Tyler | TX | 08/2024 | Present |
*625175 - Notary Commission through State of Texas; Investment related: Yes; Tyler, Texas; Notary in person and online. ; Notary(proprietor, partner, officer, director, employee, trustee, agent); 2/2025; During business hours: 0; After business hours: 15; Notary
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-06 |
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