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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-11-02 |
Branch Locations
2800 Post Oak Boulevard Suite 3200, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 05/2015 | 10/2019 |
| Bank Of America, N.A. | Houston | TX | 07/2015 | 10/2019 |
| Morgan Stanley | Houston | TX | 10/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 11/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-02 |
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