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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-09-24 |
| NY | RA | APPROVED | 2024-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2017 | 07/2021 |
| Cotton Patch Cafe | Bryan | TX | 05/2016 | 05/2017 |
| Unemployed | Belton | TX | 06/2017 | 08/2017 |
| Texas A&M University | College Station | TX | 08/2013 | 05/2017 |
| Morgan Stanley | New York | NY | 07/2021 | 03/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwich | CT | 03/2024 | 08/2024 |
| Morgan Stanley | Purchase | NY | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-22 |
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