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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-10 |
| AL | RA | APPROVED | 2022-10-18 |
Branch Locations
300 Market Street Ne Suite 101, Decatur, AL 35601 • United States
305 Church Street, Huntsville, AL 35801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbva Securities Inc. | Decatur | AL | 05/2018 | 11/2018 |
| Unemployed | Decatur | AL | 04/2018 | 05/2018 |
| Jackson National Life Distributors | Franklin | TN | 06/2016 | 03/2018 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 06/2018 | 11/2018 |
| Sa Stone Wealth Management Inc | Decatur | AL | 11/2018 | 09/2022 |
| Morgan Stanley | Huntsville | AL | 10/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-30 |
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