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1345 Avenue Of The Americas 27Th Floor, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-20 |
| GA | RA | APPROVED | 2026-04-17 |
Branch Locations
3500 Lenox Rd Suite 1500, Atlanta, GA 30326 • United States
1345 Avenue Of The Americas 27Th Floor, New York, NY 10105 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Atlanta | GA | 07/2015 | 04/2025 |
| Morgan Stanley Smith Barney Llc | Atlanta | GA | 04/2025 | 03/2026 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2025 | 03/2026 |
| Aegis Capital Corp | New York | NY | 04/2026 | Present |
ACC AGENCY, INC. 1305 WALT WHITMAN RD. STE 120 MELVILLE, NY 11747; INVESTMENT RELATED; INSURANCE GENERAL AGENCY, PRODUCER/AGENT; START DATE: 07-29-2026; 5-10 HOURS PER MONTH DEDICATED TO BUSINESS; 5-10 HOURS PER DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-07 |
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