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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-12 |
| VI | RA | APPROVED | 2024-12-11 |
| GA | RA | APPROVED | 2019-05-21 |
Branch Locations
3550 Lenox Road Suite 1950, Atlanta, GA 30326 • United States
Atlanta, GA • United States
2 disclosure categories 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 Llc | Atlanta | GA | 02/2012 | 05/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 05/2019 |
| Rbc Capital Markets, Llc. | Atlanta | GA | 05/2019 | Present |
| City National Bank | Atlanta | GA | 10/2020 | 12/2023 |
(1) NAME OF ENTITY: GACTCA ADDRESS: 1139 Standard Drive NE Suite 1950 Atlanta Georgia 30319 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Other START DATE: Jun 10, 2026 CAPACITY: Owner DUTIES: Owner of a rental property in Hilton Head Island, SC. Not much physical involvement as I have a rental management company handling everything HOURS DEVOTED PER MONTH: 0 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-10-10 |
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