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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-25 |
Branch Locations
510 Austin Avenue Suite. 314, Waco, TX 76701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Waco | TX | 07/2006 | 07/2025 |
| Bank Of America, N.A. | Waco | TX | 12/2009 | 07/2025 |
| Morgan Stanley Smith Barney Llc | Waco | TX | 07/2025 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2025 | Present |
(1) *654693- Amerigo Inc; Investment related: Yes; Waco, Texas; Real Estate, Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 02/2012; During business hours: 0; After business hours: 0; Silent Partner (2) 654695 - Rental Property; Investment Related; Waco, TX; Oil/Energy, Rental Property; Partner); Start 15-April-2023; 0 hours; Silent Partner.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-12-01 |
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