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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-29 |
Branch Locations
301 Congress Avenue Suite 1400, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aston Carter | Austin | TX | 06/2024 | 08/2024 |
| Round Rock Isd | Round Rock | TX | 03/2016 | 06/2024 |
| Typhoon Texas | Pflugerville | TX | 03/2024 | 06/2024 |
| University Federal Credit Union | Austin | TX | 06/2022 | 08/2022 |
| Charles Schwab & Co., Inc. | Austin | TX | 08/2024 | 09/2025 |
| Morgan Stanley | Austin | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-09 |
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