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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-01 |
| GA | RA | APPROVED | 2024-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 03/2007 | 02/2020 |
| E*Trade Securities Llc | Alpharetta | GA | 02/2020 | Present |
| Morgan Stanley | Alpharetta | GA | 09/2023 | Present |
1. Name: CrossFit North Fulton/FitCity Roswell; 2. Investment-related: No; 3. Address: 700 Hembree Place, Roswell, Georgia 30076; 4. Nature: Health/Fitness/Exercise; 5. Position: Coach; 6. Start Date: 7/12/2016; 7. Approx. number of hrs/mth devoted tot he other business: 10; 8. Number of hrs devoted during securities trading hrs: 0; 9. Duties: Coach classes of 8 people on average. Teach gymnastic and Olympic weightlifting movements. Observe deviations to proper technique and work with class members to correct. Manage the class to smoothly flow through the allotted 1 hour time. At some point may also write workout programming. *543789 - CrossFit 1440; Investment related No; Cumming, Georgia; Recreation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 03/2023 ; During business hours: 0; After business hours: 8; Coaching group fitness classes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-03 |
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