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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-09 |
Branch Locations
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Purchase | NY | 06/2023 | Present |
| Heritage Trust Company | Oklahoma City | OK | 02/2023 | 05/2023 |
| Gpg Ventures | Dallas | TX | 08/2022 | 08/2022 |
| Caddis Healthcare Real Estate | Dallas | TX | 07/2022 | 07/2022 |
| Spurs Sports & Entertainment | San Antonio | TX | 06/2022 | 07/2022 |
| Viceroy Investments | Dallas | TX | 06/2021 | 06/2021 |
| Full-Time Education At The University Of Oklahoma | Norman | OK | 08/2022 | 05/2023 |
| Full-Time Education At The University Of Oklahoma | Norman | OK | 08/2021 | 05/2022 |
| Full-Time Education At The University Of Oklahoma | Norman | OK | 08/2020 | 05/2021 |
| Full-Time Education At The University Of Oklahoma | Norman | OK | 07/2019 | 05/2020 |
| Full-Time Education At The Episcopal School Of Dallas | Dallas | TX | 08/2011 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-27 |
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