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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-05-23 |
| GA | RA | APPROVED | 2024-05-22 |
| TX | RA | APPROVED | 2024-05-21 |
Branch Locations
3280 Peachtree Rd Ne Ste 300, Atlanta, GA 30305 • United States
3280 Peachtree Rd Ne Stes 300 & 400 [Support Center], Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 08/2016 | 03/2018 |
| Bank Of America, N.A. | Atlanta | GA | 04/2017 | 03/2018 |
| E*Trade Securities Llc | Alpharetta | GA | 03/2018 | 06/2018 |
| E*Trade Securities Llc | Alpharetta | GA | 06/2018 | 06/2020 |
| E*Trade Securities Llc | Alpharetta | GA | 06/2020 | 08/2023 |
| Morgan Stanley | Alpharetta | GA | 09/2023 | 05/2024 |
| Wells Fargo Clearing Services, Llc. | Atlanta | GA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-02 |
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