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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-05-09 |
| GA | RA | APPROVED | 2009-08-05 |
Branch Locations
2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Alpharetta | GA | 08/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
NAME: "MAXIMUM RESULTS COACHING" INVESTMENT RELATED: NO ADDRESS: 3270 HARTRIDGE DRIVE, ALPHARETTA, GA 30022 NATURE: COACHING YOUR POSITION, TITLE, ASSOCIATION: COACH AND PRESIDENT START DATE: 4/1/2003 NUMBER OF HOURS DEVOTED PER MONTH: 0 - 2 HOURS PER MONTH, I HAVEN'T WORKED ANY HOURS OVER THE PAST 6 MONTHS. NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: ZERO (0) HOURS DEVOTED DURING SECURITIES TRADING HOURS. DUTIES: WORK WITH PEOPLE TO BECOME MORE FULFILLED AND SUCCESSFUL. *358658 - Talented SDJB LLC ; Investment related - Yes ; Johns Creek, Georgia ; Real Estate ; Partner(proprietor, partner, officer, director, employee, trustee, agent) ; 8/2018 ; During business hours : 0 ; After business hours : 2 ; Real Estate Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-12 |
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