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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-06-26 |
Branch Locations
7500 Dallas Parkway Suite 500, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 08/2016 | 10/2018 |
| Bank Of America, N.A. | Dallas | TX | 08/2016 | 10/2018 |
| J.P. Morgan Securities, Llc | Dallas | TX | 03/2019 | 06/2019 |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 03/2019 | 06/2019 |
| Unemployed | Trophy Club | TX | 11/2018 | 03/2019 |
| Morgan Stanley | Plano | TX | 06/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-12 |
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