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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-20 |
| GA | RA | APPROVED | 2023-09-05 |
| TX | RA | APPROVED | 2023-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Investment Management | Altanta | GA | 02/2019 | 05/2020 |
| Voya Investments Distributor, Llc | Windsor | CT | 04/2019 | 05/2020 |
| Money Management Institute | New York | NY | 06/2017 | 02/2019 |
| Suny Cortland | Cortland | NY | 08/2013 | 05/2017 |
| Morgan Stanley | Atlanta | GA | 03/2021 | 05/2022 |
| Uber | Atlanta | GA | 07/2020 | 03/2021 |
| E*Trade Securities Llc | Alpharetta | GA | 05/2022 | 09/2023 |
| E*Trade Capital Management Llc | Alpharetta | GA | 05/2022 | 09/2023 |
| Morgan Stanley | Orlando | FL | 03/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2024 | Present |
*538432 - Youtube; Investment related - No; San Bruno, California; Media; Content Creator (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 8; Content Creation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-30 |
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