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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-22 |
| TX | RA | APPROVED | 2026-04-20 |
Branch Locations
106 W Maple St [G1/G3-Rbo], Cumming, GA 30040 • United States
1071 Chattahoochee Ave Nw, Atlanta, GA 30318 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Roswell | GA | 08/2019 | 01/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta | GA | 01/2020 | 03/2022 |
| Chase Bank | Dunwoody | GA | 02/2013 | 08/2019 |
| Bank Of America, N.A. | Alpharetta | GA | 05/2020 | 03/2022 |
| E*Trade Securities Llc | Alpharetta | GA | 05/2022 | 03/2023 |
| E*Trade Capital Management Llc | Alpharetta | GA | 05/2022 | 03/2023 |
| Morgan Stanley | Alpharetta | GA | 03/2023 | 09/2023 |
| Morgan Stanley | Alpharetta | GA | 09/2023 | 04/2026 |
| Morgan Stanley | Alpharetta | GA | 09/2023 | 04/2026 |
| Wells Fargo Clearing Services, Llc | Cumming | GA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-12 |
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