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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-29 |
| TN | RA | APPROVED | 2025-04-14 |
Branch Locations
3102 West End Avenue Suite 200, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Atlanta | GA | 05/2014 | 10/2017 |
| Jpmorgan Chase Bank Na | Atlanta | GA | 05/2014 | 10/2017 |
| Lincoln Investment | Fort Washington | PA | 07/2019 | 09/2021 |
| Hexagon Geospatial | Huntsville | AL | 10/2017 | 06/2019 |
| Principal Life Insurance | Brentwood | TN | 09/2021 | 02/2022 |
| Principal Securities | Brentwood | TN | 11/2021 | 02/2022 |
| Paces Ferry Wealth Advisors | Atlanta | GA | 02/2022 | 07/2022 |
| Morgan Stanley | Nashville | TN | 07/2022 | 09/2024 |
| Carr, Riggs & Ingram | Huntsville | AL | 03/2021 | 10/2021 |
| Wells Fargo Clearing Services, Llc | Nashville | TN | 09/2024 | 02/2025 |
| Morgan Stanley | Nashville | TN | 03/2025 | Present |
*634307- Light On Yoga Fitness, LLC; Investment related-Yes; Huntsville, Alabama; Recreation; Partner (proprietor, partner, officer, director, employee, trustee, agent); 12/2020; During business hours: 0; After business hours: 4; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-30 |
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