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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Montgomery | AL | 03/2021 | 08/2021 |
| City Of Elba (Recreation) | Elba | AL | 08/2020 | 02/2021 |
| Murray State University Student | Murray | KY | 08/2015 | 12/2019 |
| Unemployed | Elba | AL | 12/2019 | 06/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2021 | 08/2021 |
| Concourse Financial Group Securities Inc | Dothan | AL | 08/2021 | 08/2023 |
| Holmes-Whatley & Associates | Dothan | AL | 08/2021 | 08/2023 |
| Cetera Invesments Serivces Llc | Saint Cloud | MN | 08/2023 | Present |
| Cetera Invesment Advisers Llc | Troy | AL | 08/2023 | Present |
| Troy Bank And Trust Company | Troy | AL | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-14 |
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