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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-29 |
Branch Locations
5001 Spring Valley Road Suite 900W, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Texas At Austin | Austin | TX | 08/2017 | 05/2021 |
| Fidelity Investments | Westlake | TX | 09/2021 | 12/2024 |
| University Of Texas At Austin | Austin | TX | 09/2020 | 05/2021 |
| Texans For Greg Abbott | Austin | TX | 05/2020 | 08/2020 |
| Beauty Manufacture Solutions Corp. | Coppell | TX | 05/2018 | 08/2018 |
| Beauty Manufacture Solutions Corp. | Coppell | TX | 12/2018 | 01/2019 |
| Bahama Bucks Shaved Ice | Plano | TX | 05/2015 | 01/2018 |
| Jesuit College Preparatory School Of Dallas | Dallas | TX | 06/2013 | 05/2017 |
| Unemployed | Austin | TX | 05/2021 | 08/2021 |
| Morgan Stanley | Dallas | TX | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-08 |
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