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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-12-15 |
Branch Locations
7207 Ibm Drive, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Raleigh | NC | 09/2015 | 02/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 09/2015 | 02/2020 |
| Equitable | Charlotte | NC | 12/2021 | Present |
| Equitable Advisors, Llc | New York | NY | 12/2021 | Present |
| Mcgriff Insurance Services, Inc. | Raleigh | NC | 12/2020 | 12/2021 |
| Unemployed | Raleigh/Wilkesboro | NC | 02/2020 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-24 |
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