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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-03 |
| TX | RA | APPROVED | 2026-03-02 |
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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 07/2016 | 04/2018 |
| Morgan Stanley | Atlanta | GA | 07/2018 | 07/2021 |
| J.P. Morgan Securities, Llc | Atlanta | GA | 08/2022 | 11/2024 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 08/2022 | 11/2024 |
| Norfolk Southern Corporation | Atlanta | GA | 09/2021 | 05/2022 |
| Unemployed | Atlanta | GA | 05/2018 | 06/2018 |
| Uber | San Francisco | CA | 11/2018 | Present |
| Transamerica Investors Securities, Llc | Atlanta | GA | 02/2025 | 08/2025 |
| Transamerica Life Insurance Company | Atlanta | GA | 02/2025 | 08/2025 |
| Morgan Stanley | Atlanta | GA | 02/2026 | Present |
*681703 - Uber; Investment related- No; San Francisco, California; Automotive/Transportation; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 11/2018; During business hours: 0; After business hours: 10; Labor/Service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-06 |
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