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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-28 |
Branch Locations
201 Main St 4Th Fl [Tg-Rbo], Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Fort Worth | TX | 06/2017 | 10/2021 |
| Herring Bank | Amarillo | TX | 03/2015 | 06/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 08/2017 | 10/2021 |
| Pnc Investments Llc | Fort Worth | TX | 09/2022 | 02/2025 |
| Verterent Capital, Llc | Fort Worth | TX | 11/2021 | 09/2022 |
| Wells Fargo Clearing Services, Llc | Fort Worth | TX | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-25 |
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