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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2022-06-10 |
| TX | RA | APPROVED | 2022-06-10 |
Branch Locations
740 Shades Creek Parkway, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Birmingham | AL | 10/2003 | 06/2022 |
| Bank Of America, N.A. | Birmingham | AL | 12/2009 | 06/2022 |
| Morgan Stanley Smith Barney Llc | Birmingham | AL | 06/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2022 | Present |
RBDD, LLC / Non-Investment Related / Vestavia, AL / Business or Industry Organization / General Partner/Managing Member / Start 07-30-2021 / 5 Hours Devoted Yearly / 0 During Trading Hours / Partnership off our individuals including myself who formed the LLC strictly for the purposes of owning a boat together for personal use only. *512844- Trust ; Investment related-Yes; Houston , Alabama; 03/2022; During business hours: 1; After business hours: 2 *512827 - Barefoot and Beloved Design, LLC; Investment related: Yes; Vestavia, Alabama; Technology, Manufacturing, Construction/Engineering, Biotechnology; Partner (proprietor, partner, officer, director, employee, trustee, agent); 09/2018; During business hours: 0; After business hours: 2; Check Signing/Funds Disbursements *601852 - Vestavia Country Club; Investment Related - No; Birmingham, Alabama; Recreation; Board Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2024; During Business Hours: 1; After Business Hours: 4; Administrative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-04 |
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