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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-06-21 |
| GA | RA | APPROVED | 2019-06-20 |
Branch Locations
3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc | Norcross | GA | 03/2010 | 05/2019 |
| Morgan Stanley, Inc. | Atlanta | GA | 06/2019 | Present |
*709266 - Roberto C. Goizueta Center for Entreprenuership & Innovation (CEI) Fellows Program (Emory University); Investment related - No; Atlanta, Georgia; Education; CEI Fellow (proprietor, partner, officer, director, employee, trustee, agent); 08/2026; During business hours: 0; After business hours: 7; CEI Fellows are expected to actively engage in the center's activities. This includes participating in one or more CEI leadership workstreams (such as Recruitment, Engagement, Program Design, Pipeline Development, Technology, or Marketing) *708589- Emory University: Emory Graduate Student Goverment Association (Executive Cabinet); Investment related: No; Atlanta, Georgia; Education; Assistant to the Vice President of Finance (proprietor, partner, officer, director, employee, trustee, agent); 08/2026; During business hours: 0; After business hours: 10; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-14 |
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