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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-17 |
| GA | RA | APPROVED | 2025-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 05/2017 | 12/2018 |
| Care2025, Llc | Braselton | GA | 07/2016 | 05/2017 |
| Bank Of America, N.A. | Atlanta | GA | 05/2017 | 12/2018 |
| Uber | San Francisco | CA | 08/2017 | 10/2017 |
| Massmutual Life Insurance Co | Atlanta | GA | 12/2018 | 12/2019 |
| Mml Investors Services, Llc | Atlanta | GA | 03/2019 | 12/2019 |
| Morgan Stanley | Alpharetta | GA | 01/2020 | 11/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2020 | 11/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta | GA | 11/2025 | Present |
| Bank Of America, N.A. | Alpharetta | GA | 11/2025 | Present |
I*417858 Entity Type: For Profit Name of OBA: UBER Address: San Francisco, California, 94103 Investment Related: No Position, Title, Association: Other Employee Start Date: 08/18/2017 Number of Hours: 15, Monthly Number of Hours during trading: 0 Duties: Drive for Uber
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-10 |
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