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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-12-01 |
| TX | RA | APPROVED_RES | 2025-12-01 |
Branch Locations
3280 Peachtree Road Northeast, Suite 2000 Pwm, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Atlanta | GA | 11/2013 | 08/2024 |
| Elevation Point Wealth Partners, Llc | Alpharetta | GA | 08/2024 | 11/2025 |
| Morgan Stanley | Atlanta | GA | 11/2025 | Present |
*670411 - No organization - personal rental property; Investment Related - Yes; Atlanta, Georgia; Rental Property; Owner of the property (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2023; During Business Hours: 0; After Business Hours: 0; Owner of the property. My spouse manages all maintenance and rental income
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-05 |
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