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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-07-05 |
| TX | RA | APPROVED_RES | 2017-10-06 |
| FL | RA | APPROVED | 2017-10-04 |
Branch Locations
3 Edison Drive, Alpharetta, GA 30005 • United States
Cumming, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 10/2009 | 08/2017 |
| Morgan Stanley | Alpharetta | GA | 09/2017 | Present |
| E*Trade | Temple Terrace | FL | 03/2023 | 09/2023 |
*681773- Timeless Treasures & Co.; Investment related: No; Cumming, Georgia; Art/Culture, Retail/Online Stores; Partner, CEO (proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 0; After business hours: 60; Administrative, Check Signing/Funds Disbursements, Business Development/Growth, Other
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-26 |
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