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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-08 |
Branch Locations
8701 Bee Caves Road Suite 300, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 05/2022 | 05/2023 |
| Golf Live Corp | Austin | TX | 06/2021 | 11/2021 |
| Big Easy Bucha Llc | New Orleans | LA | 05/2020 | 03/2021 |
| Unemployed | Austin | TX | 01/2022 | 04/2022 |
| Holy Kombucha | Dallas | TX | 04/2021 | 05/2021 |
| Metalink Llc | Austin | TX | 09/2016 | 02/2020 |
| Bank Of America, N.A. | Austin | TX | 07/2022 | 05/2023 |
| Morgan Stanley Smith Barney Llc | Austin | TX | 05/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-26 |
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