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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-06-26 |
| TX | RA | APPROVED_RES | 2015-08-22 |
| FL | RA | APPROVED | 2012-11-06 |
Branch Locations
13024 Ballantyne Corporate Place Suite 150, Charlotte, NC 28277 • 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 | Charlotte | NC | 10/2012 | Present |
1. *457977 - Doordash; Investment related - Yes; San Francisco, California; Retail/Online Stores; Employee (proprietor, partner, officer, director, employee, trustee, agent); 10/2021; During business hours: 0; After business hours: 20; Labor/Service 2.*457974 - Instacart; Investment related -No; San Francisco, California; Retail/Online Stores; Employee (proprietor, partner, officer, director, employee, trustee, agent); 10/2021; During business hours: 0; After business hours: 16; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-22 |
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