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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-07-01 |
Branch Locations
700 Westpark Drive Suite 250, Peachtree City, GA 30269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Peachtree City | GA | 06/2016 | 11/2022 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2016 | 11/2022 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 11/2022 | 06/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2016 | 11/2022 |
| Commonwealth Financial Network | Waltham | MA | 06/2024 | Present |
| Dunlap & Associates Wealth Management | Peachtree City | GA | 06/2024 | 01/2026 |
| Parliament Wealth | Peachtree City | GA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-13 |
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