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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-24 |
| GA | RA | APPROVED | 2020-04-01 |
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 |
|---|---|---|---|---|
| Brightview Advisors, Llc | Marietta | GA | 04/2015 | 08/2017 |
| Ameriprise Financial Services, Inc. | Atlanta | GA | 08/2017 | 03/2020 |
| Morgan Stanley | Atlanta | GA | 03/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2022 | Present |
Board member of Finance on Tally Green Homeowners Association (neighborhood HOA)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-06-23 |
| S65 | Uniform Investment Adviser Law Examination | 2015-02-20 |
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