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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-10 |
| UT | RA | APPROVED | 2024-01-08 |
Branch Locations
7600 Broadway Suite 100, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Antonio | TX | 09/2023 | Present |
| B & T Sales & Consulting | Houston | TX | 12/2022 | 09/2023 |
| Bank Of America | Katy | TX | 07/2022 | 12/2022 |
| Sunder Energy | Houston | TX | 10/2021 | 07/2022 |
| Walk Ons | Katy | TX | 01/2022 | 07/2022 |
| Sunder Energy | Houston | TX | 06/2021 | 10/2021 |
| Hawx Pest Control | Atlanta | GA | 05/2021 | 06/2021 |
| America First Credit Union | West Jordan | UT | 12/2019 | 05/2021 |
| International Language Program | Irapuato | 08/2019 | 12/2019 | |
| America First Credit Union | West Jordan | UT | 10/2018 | 08/2019 |
| Pacsun | Sandy | UT | 10/2016 | 12/2016 |
| Legacy Retirement | South Jordan | UT | 01/2017 | 10/2017 |
| Ceaderwood Retirement | Sandy | UT | 10/2017 | 10/2018 |
| Bingham High School | South Jordan | UT | 08/2015 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-08 |
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