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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-03-23 |
| TX | RA | APPROVED | 2017-03-13 |
Branch Locations
5 Concourse Parkway Suite 2000, Atlanta, GA 30328 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 03/2015 | 03/2017 |
| Bank Of America, N.A. | Atlanta | GA | 04/2015 | 03/2017 |
| Morgan Stanley | Atlanta | GA | 03/2017 | 06/2020 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2017 | 06/2020 |
| Morgan Stanley | Atlanta | GA | 06/2020 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 06/2020 | Present |
*419634 - Rockford Alabama Rental; Investment related - Yes; Rockford, Alabama; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2020; During business hours: 0; After business hours: 1; Property Management *479883- Power of Attorney; Investment related -Yes; Lanett, Alabama; Executor/Co-Executor (Active); 01/2022; During business hours: 0; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-08-19 |
| S65 | Uniform Investment Adviser Law Examination | 1997-08-19 |
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