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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-05-19 |
| TX | RA | APPROVED | 2022-05-18 |
Branch Locations
5565 Glenridge Connector Suite 1900, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 12/2014 | 05/2017 |
| Suntrust Bank | Atlanta | GA | 05/2017 | 05/2018 |
| Morgan Stanley | Alpharetta | GA | 06/2018 | 04/2021 |
| Morgan Stanley | Atlanta | GA | 05/2022 | Present |
| Truist Bank | Atlanta | GA | 04/2021 | 04/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-26 |
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