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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-09-05 |
| TX | RA | APPROVED_RES | 2023-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 07/2016 | Present |
| E*Trade Capital Management Llc | Alpharetta | GA | 07/2016 | Present |
| Morgan Stanley | Alpharetta | GA | 03/2023 | Present |
| Morgan Stanley | Alpharetta | GA | 09/2023 | Present |
| Morgan Stanley | Alpharetta | GA | 09/2023 | Present |
*470734- Multi-County Basketball Officials Association; Investment related -No; Suwanee, Georgia; Recreation; Contractor(proprietor, partner, officer, director, employee, trustee, agent); 08/2020; During business hours: 0; After business hours: 40; GHSA Basketball Referee *539617- Krucial Sports Training & Wellness, LLC; Investment related-Yes; Alpharetta , Georgia; Other; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 20; Business Development/Growth, Administrative *636372- St. Marlo Golf & Country Club; Investment related: No; Duluth, Georgia; Recreation; Contractor:Employee (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 24; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-10 |
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