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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-11-02 |
Branch Locations
100 Crescent Court Suite 1500, Dallas, TX 75201-1871 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Dallas | TX | 07/2010 | 11/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2017 |
| Rbc Capital Markets, Llc | Dallas | TX | 11/2017 | Present |
| City National Bank | Dallas | TX | 02/2019 | Present |
(1) NAME OF ENTITY: Dallas Symphony Orchestra ADDRESS: 2301 Flora St., Dallas, TX 75201 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Board of Governors START DATE: 10.18.23 CAPACITY: Other - Board of Governors DUTIES: Help guide the organization by serving on the Board of Governors. Vote on matters relating to the management of the organization. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (2) NAME OF ENTITY: Cereus Dx ADDRESS: 4120 Normandy Ave. Dallas TX 75205 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: Aug 10, 2026 CAPACITY: Other DUTIES: My husband Jeff SoRelle M.D. is a professor of Medicine at University of Texas medical school. He received a NIH grant to develop the lung cancer test he invented. He needs someone to help provide business direction since he's a scientist, not a business person. He wants to appoint me as COO and Board member. He plans to hire a CEO and CFO, so my role would be to provide general business advice when questions come up. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-30 |
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