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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-06-25 |
| TX | RA | APPROVED | 2021-06-25 |
Branch Locations
300 Market Street Ne Suite 101, Decatur, AL 35601 • United States
740 Shades Creek Parkway, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 03/2012 | 06/2021 |
| Bbva Securities Inc. | Cullman | AL | 05/2013 | 06/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 04/2012 | 06/2021 |
| Bbva Wealth Solutions Inc. | Cullman | AL | 12/2016 | 06/2021 |
| Morgan Stanley Smith Barney Llc | Decatur | AL | 06/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2021 | Present |
*688237- Miller Precision Services LLC; Investment related: Yes; Warrior, Alabama; Consulting; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 15; Administrative:Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-30 |
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