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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-09-13 |
| TX | RA | APPROVED | 2019-09-12 |
Branch Locations
2160 Satellite Blvd Suite 150, Duluth, GA 30097 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Gwynneth County | GA | 04/2000 | 09/2019 |
| Bank Of America, N.A. | Duluth | GA | 06/2011 | 09/2019 |
| Morgan Stanley | Duluth | GA | 09/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2019 | Present |
1. (3/20/2012) - NON-PROFIT ORGANIZATION-POWER OF ATTORNEY-2170 SATELLITE BLVD-STE 4OO-DULUTH,GEORGIA 30097- 1ANNUALLY - ACTING AS POWER OF ATTORNEY ON MY MOTHER'S ACCOUBTS 3.*492974- K&B Holdings LLC; Investment related-Yes; Westlake Village, California; Real Estate; Trustee (proprietor, partner, officer, director, employee, trustee, agent); 04/2022; During business hours: 1; After business hours: 1 *683115- Rental Property ; Investment related: Yes; Atlanta, Georgia; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 4; Property Management *682738- Real Estate; Investment related: Yes; Lawrenceville, Georgia; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2026; During business hours: 0; After business hours: 3; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-09 |
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