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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-02-21 |
| TX | RA | APPROVED | 2023-02-17 |
Branch Locations
7402 Hodgson Memorial Drive Suite 100, Savannah, GA 31406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Savannah | GA | 02/2008 | 02/2023 |
| Bank Of America, N.A. | Savannah | GA | 12/2009 | 02/2023 |
| Morgan Stanley Smith Barney Llc | Savannah | GA | 02/2023 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2023 | Present |
*544051 - America's Second Harvest of Coastal Georgia; Investment related: No; Savannah, Georgia; Health and Welfare; Board Member:Other(proprietor, partner, officer, director, employee, trustee, agent); 1/2017; During business hours: 4; After business hours: 16; Fundraising:Other *544053- Horizons Savannah; Investment related-No; Savannah, Georgia; Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 11/2019; During business hours: 2; After business hours: 8; Fundraising
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-27 |
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