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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | The Woodlands | TX | 09/2014 | 10/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2022 |
| Stifel Independent Advisors, Llc | The Woodlands | TX | 10/2022 | 08/2026 |
| Equitable Advisors, Llc | New York | NY | 08/2026 | Present |
1. Ted E Oliver, LLC; 17707 Abby Ln Spring TX 77379; Pass-thru LLC for my partnership at Oliver Private Wealth Advisors with SIA; Owner; 10/31/2022; 0.00hrs/day; Not during securities trading hours; Investment-Related; 2. Executor of Estate, non-family member, start date 3/11/25 3. Oliver Private Wealth Advisor LLC, 17707 Abby Lane, Spring, TX 77379, Investment-Related; 50% owner; used for DBA business; 40 hours per week 4. Independent Agent - Outside Fixed Insurance Sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-10 |
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