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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-29 |
| CO | RA | APPROVED | 2025-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Topgolf | Baton Rouge | LA | 10/2020 | 10/2023 |
| Baton Rouge Country Club | Baton Rouge | LA | 05/2018 | 10/2020 |
| Unemployed | Baton Rouge | LA | 05/2017 | 05/2018 |
| Southside Produce | Baton Rouge | LA | 05/2016 | 05/2017 |
| Unemployed | Denver | CO | 10/2023 | 07/2024 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 07/2024 | 06/2025 |
| Morgan Stanley | Boulder | CO | 06/2025 | Present |
*660456 - Stanford Senior Services, LLC; Investment related: No; Baton Rouge, Louisiana; Elder Care; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 10; Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-26 |
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