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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-23 |
| TX | RA | APPROVED | 2026-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Camp Sea Gull | Arapahoe | NC | 05/2014 | 08/2016 |
| University Of North Georgia | Watkinsville | GA | 08/2015 | 07/2018 |
| University Of Georgia | Athens | GA | 08/2018 | 07/2020 |
| Clarke's Standard | Athens | GA | 07/2017 | 11/2017 |
| High Country Outfitters | Athens | GA | 12/2017 | 08/2018 |
| Ruth's Chris Steakhouse | Savannah | GA | 10/2020 | 03/2021 |
| Unemployed | Savannah | GA | 07/2020 | 09/2020 |
| Nylife Securities Llc | Savannah | GA | 08/2021 | 07/2022 |
| New York Life Insurance Company | Savannah | GA | 05/2021 | 07/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 09/2022 | 08/2025 |
| Bank Of America, N.A. | Charlotte | NC | 03/2023 | 08/2025 |
| Morgan Stanley | Alpharetta | GA | 04/2026 | Present |
| Unemployed | Atlanta | GA | 09/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-09 |
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