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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
Suwanee, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Duluth | GA | 10/2012 | 09/2019 |
| Bank Of America, N.A. | Duluth | GA | 04/2013 | 09/2019 |
| Morgan Stanley | Duluth | GA | 09/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2019 | Present |
*381798 - Rental Property; Investment related; Atlanta ,GA; Rental; Owner (proprietor, partner, officer, director, employee, trustee, agent); Oct 2015; During business hours: 0; After business hours: 1. *381800 - Rental Property; Investment related; New Cumberland ,PA; Rental; Owner (proprietor, partner, officer, director, employee, trustee, agent); Dec 2018; During business hours: 0; After business hours:1.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-18 |
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