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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-03-08 |
| TX | RA | APPROVED_RES | 2017-03-03 |
Branch Locations
340 Jesse Jewell Parkway Suite 550, Gainesville, GA 30501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta | GA | 11/2007 | 03/2017 |
| Morgan Stanley | Gainesville | GA | 03/2017 | Present |
*449524 - Tech Warehouse LLC; Investment related - No; Cumming, Georgia; Wholesale/Distribution, Technology; Advisory and Administrative consultant (proprietor, partner, officer, director, employee, trustee, agent); 09/2021; During business hours: 0; After business hours: 5; Administrative, Labor/Service *555852 - MKJ Properties LLC; Investment related: Yes; Cumming, Georgia; Real Estate; Manager (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 0; After business hours: 10; Property rehab management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-24 |
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