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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-27 |
Branch Locations
5001 Spring Valley Road Suite 900W, Dallas, TX 75244 • United States
Forney, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano | TX | 09/2016 | 08/2022 |
| Bank Of America, N.A. | Plano | TX | 09/2016 | 08/2022 |
| Southside Bank | Tyler | TX | 06/2012 | 09/2016 |
| Morgan Stanley | Dallas | TX | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-06 |
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