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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-23 |
Branch Locations
8701 Bee Caves Road Suite 300, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 11/2023 | 04/2024 |
| Neon Bean Coffee, Llc | Cedar Creek | TX | 01/2023 | Present |
| Texas Army National Guard | Austin | TX | 01/2020 | 12/2022 |
| Texas Army National Guard | San Antonio | TX | 01/2020 | 12/2022 |
| U.S. Army Active Duty | Fort Riley | KS | 01/2017 | 12/2019 |
| 9 Line Medical Solutions, Llc | Manhattan | KS | 02/2018 | 02/2019 |
| U.S. Army Active Duty | Fort Benning | GA | 09/2012 | 12/2016 |
| Lpl Financial Llc | Austin | TX | 04/2024 | 09/2025 |
| Morgan Stanley | Austin | TX | 09/2025 | Present |
*661635 - Neon Bean Coffee LLC; Investment related: Yes; Red Rock, Texas; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 0; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-28 |
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