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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-06-03 |
Branch Locations
3310 N Valdosta Rd Unit B, Valdosta, GA 31602 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Valdosta | GA | 01/2011 | 05/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | 05/2019 |
| Wells Fargo Clearing Services, Llc | Valdosta | GA | 05/2019 | Present |
RENTAL PROPERTY, INV RELATED, NASHVILLE, GA, 100% OWNERSHIP, START 7/1/2009, 4 HOURS PER MONTH, ZERO DURING TRADING, OWNER. | RENTAL PROPERTY; INV RELATED; NASHVILLE, GA; 100% OWNERSHIP; 04/2025; 4 HOURS PER MONTH; 0 DURING TRADING; RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-17 |
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