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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-22 |
Branch Locations
8701 Bee Caves Road Suite 300, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Natalliance Securities Llc | Austin | TX | 01/2018 | 10/2019 |
| Rbc Capital Markets | Austin | TX | 06/2017 | 08/2017 |
| University Of Texas At Austin | Austin | TX | 09/2014 | 06/2018 |
| Natalliance Asset Management Llc | Austin | TX | 09/2019 | 12/2019 |
| Pacific Investment Management Company Llc | Austin | TX | 01/2020 | 02/2026 |
| Pimco Investments Llc | Austin | TX | 01/2020 | 02/2026 |
| Morgan Stanley | Austin | TX | 06/2026 | Present |
| Unemployed | Austin | TX | 03/2026 | 05/2026 |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-24 |
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