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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-03-09 |
Branch Locations
1205 Westlakes Dr., Suite 270, Berwyn, PA 19312 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sg Americas Securities, Llc | New York | NY | 10/2010 | 05/2019 |
| Unemployed | Dallas | TX | 05/2019 | 03/2020 |
| Morgan Stanley Smith Barney Llc | Dallas | TX | 03/2020 | 06/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2020 | 05/2022 |
| Morgan Stanley | Dallas | TX | 06/2020 | 04/2022 |
| Zeke Capital Advisors | Berwyn | PA | 04/2022 | 02/2023 |
| Sequoia Financial Advisors | Berwyn | PA | 03/2023 | Present |
*402672 - KCG Capital LLC; Investment related Yes; Dallas, TX; Real Estate; Sole Proprietor/Owner, Partner (proprietor, partner, officer, director, employee, trustee, agent); Sept 2019; During business hours: 0; After business hours: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-19 |
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