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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-08-05 |
| TX | RA | APPROVED_RES | 2022-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 03/2016 | 07/2018 |
| E*Trade Capital Management Llc | Alpharetta | GA | 03/2016 | 07/2018 |
| E*Trade Capital Management Llc | Alpharetta | GA | 07/2018 | Present |
| E*Trade Securities Llc | Alpharetta | GA | 07/2018 | Present |
| Morgan Stanley Smith Barney Llc | Alpharetta | GA | 08/2022 | Present |
Canterbury Farms POA (Property Owner's Association board) / Non-Investment Related / Atlanta, GA / Neighborhood Improvement and Management / Officer / Start 01/21/2018 / approximately 4 hours devoted per month / 0 during trading hours / Make expense decisions, review the financial records, maintain relationship with property management company, and research neighborhood issues.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-21 |
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