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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-23 |
| GA | RA | APPROVED | 2017-02-15 |
Branch Locations
5 Concourse Parkway Suite 2000, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 01/2015 | 12/2016 |
| Morgan Stanley | Atlanta | GA | 12/2016 | Present |
*406026 - Financial Planning Association; Investment related -No; Denver; Colorado; Investment/Finance/Banking; Volunteer (proprietor, partner, officer, director, employee, trustee, agent); 07/2020; During business hours: 0; After business hours: 8; Investment Decisions/Advice, Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-05 |
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