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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-09-05 |
| TX | RA | APPROVED_RES | 2023-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Nashville | TN | 01/2014 | 09/2016 |
| E*Trade Securities Llc | Alpharetta | GA | 09/2016 | Present |
| E*Trade Capital Management Llc | Alpharetta | GA | 09/2016 | Present |
| Morgan Stanley | Alpharetta | GA | 03/2023 | Present |
| Morgan Stanley | Alpharetta | GA | 09/2023 | Present |
| Morgan Stanley | Alpharetta | GA | 09/2023 | Present |
-John Hancock (Innovative Financial Group Inc. as broker) -Yes - Variable insurance products -601 Congress St. Boston, MA -Commissions from Variable Universal Life policy -Investments and Insurance -Start Date = 01/2014 -0 hours -0 hours -broker (no longer affiliated or active) -Principle Financial Group -No - Disability Insurance -801 Grand Des Moines IA -Commissions from Long term disability policy -Insurance -Start Date = 01/2014 -0 hours -0 hours -Broker (no longer affiliated or active)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-18 |
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