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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-11 |
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2017 | 01/2018 |
| Pacific Union Financial | Farmers Branch | TX | 07/2016 | 08/2017 |
| Ameriprise Financial Services, Inc | Plano | TX | 03/2018 | 03/2022 |
| Morgan Stanley | Plano | TX | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-07 |
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