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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-26 |
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 |
|---|---|---|---|---|
| Southern Roots Brewery | Waco | TX | 11/2021 | 08/2022 |
| Texas A&M University | College Station | TX | 08/2022 | 12/2025 |
| Messina Hof Estate Winery | Bryan | TX | 05/2024 | 06/2025 |
| Traditions Club | Bryan | TX | 06/2025 | 04/2026 |
| Lemnis Capital Group | Richardson | TX | 04/2026 | 07/2026 |
| Innovation Partners Llc | Charlotte | NC | 04/2026 | 07/2026 |
| Waco High School | Waco | TX | 08/2018 | 05/2022 |
| Tennyson Middle School | Waco | TX | 05/2015 | 08/2018 |
| Morgan Stanley | Waco | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-09 |
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