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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-04-25 |
| TN | RA | APPROVED | 2022-04-25 |
| TX | RA | APPROVED | 2022-04-21 |
Branch Locations
3102 West End Avenue Suite 200, Nashville, TN 37203 • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Nashville | TN | 10/2009 | 04/2022 |
| Bank Of America, N.A. | Brentwood | TN | 06/2011 | 04/2022 |
| Morgan Stanley Smith Barney Llc | Nashville | TN | 04/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2022 | Present |
Lakeside Partners; Non-Investment Related; Winchester, TN; General Partnership; Family Held; Start 11/30/2018; 0 number of hours devoted monthly; 0 during trading hours; Vacation Property (lake); responsible for ownership, including upkeep and maintenance of the property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-27 |
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