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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-12-03 |
| TX | RA | APPROVED | 2024-12-02 |
Branch Locations
3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investments | Atlanta | GA | 03/2015 | 12/2016 |
| Td Ameritrade | Alpharetta | GA | 12/2016 | 06/2018 |
| Triad Advisors | Norcross | GA | 06/2018 | 09/2022 |
| Morgan Stanley | Atlanta | GA | 09/2022 | 05/2024 |
| Lpl Financial | Atlanta | GA | 05/2024 | 11/2024 |
| Newedge Advisors, Llc. | New Orleans | LA | 05/2024 | 11/2024 |
| Morgan Stanley | Atlanta | GA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-26 |
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