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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-05
NY RA APPROVED 2026-05-15
  • TX RA
    APPROVED
    Since 2026-06-05
  • NY RA
    APPROVED
    Since 2026-05-15

Branch Locations

55 East 52Nd Street 28Th Floor, New York, NY 10055 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley & Co. Llc New York NY 07/2023 04/2026
Conocophillips Houston TX 05/2022 08/2022
Tdecu Credit Union Sugar Land TX 02/2021 02/2022
Equinox Houston TX 01/2023 03/2023
Full-Time Education Houston TX 08/2022 01/2023
Full-Time Student Houston TX 03/2023 07/2023
Full-Time Student Houston TX 02/2022 05/2022
Republic Roots Coffee Sugar Land TX 08/2018 05/2019
Full-Time Student Houston TX 05/2019 07/2020
Cyclebar Sugar Land TX 07/2020 12/2020
Full-Time Student Houston TX 12/2020 02/2021
Full-Time Student Sugar Land TX 08/2015 05/2019
Morgan Stanley Smith Barney New York NY 04/2026 Present
  • 07/2023 → 04/2026
    Morgan Stanley & Co. Llc
    New York, NY
  • 05/2022 → 08/2022
    Conocophillips
    Houston, TX
  • 02/2021 → 02/2022
    Tdecu Credit Union
    Sugar Land, TX
  • 01/2023 → 03/2023
    Equinox
    Houston, TX
  • 08/2022 → 01/2023
    Full-Time Education
    Houston, TX
  • 03/2023 → 07/2023
    Full-Time Student
    Houston, TX
  • 02/2022 → 05/2022
    Full-Time Student
    Houston, TX
  • 08/2018 → 05/2019
    Republic Roots Coffee
    Sugar Land, TX
  • 05/2019 → 07/2020
    Full-Time Student
    Houston, TX
  • 07/2020 → 12/2020
    Cyclebar
    Sugar Land, TX
  • 12/2020 → 02/2021
    Full-Time Student
    Houston, TX
  • 08/2015 → 05/2019
    Full-Time Student
    Sugar Land, TX
  • 04/2026 → Present
    Morgan Stanley Smith Barney
    New York, NY
Other Businesses

Texas Real Estate Sales Agent, Residential property, Non-investment related Start Date: 06/2023 Hours devoted: 10 hours/week - only on weekend Hours devoted during securities trading hours: 0 hours Duties: buying/selling homes, working with buyers and sellers, leasing residential properties *572714- REMAX; Investment related: Yes; Sugar Land, Texas; Real Estate; Employee (proprietor, partner, officer, director, employee, trustee, agent); 10/2023; During business hours: 0; After business hours: 25; Real Estate Broker/Agent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-15
S63 Uniform Securities Agent State Law Examination 2023-08-07
  • S65 Uniform Investment Adviser Law Examination
    2026-05-15
  • S63 Uniform Securities Agent State Law Examination
    2023-08-07

View on SEC IAPD

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