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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-19 |
| AL | RA | APPROVED | 2023-03-23 |
Branch Locations
740 Shades Creek Parkway, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Birmingham | AL | 05/2022 | Present |
| Peachtree Planning | Birmingham | AL | 05/2021 | 05/2022 |
| Hampton Inn | Auburn | AL | 01/2021 | 05/2021 |
| Southern Event Management | Montgomery | AL | 12/2020 | 01/2021 |
| Baumhowers | Auburn | AL | 11/2020 | 12/2020 |
| Walt Disney Company | Orlando | FL | 01/2020 | 04/2020 |
| Chem-Dry | Opelika | AL | 06/2015 | 08/2020 |
| Enterprise State Community College | Enterprise | AL | 08/2015 | 05/2017 |
| Auburn University | Auburn | AL | 01/2019 | 12/2020 |
| Southern Union State Community College | Opelika | AL | 01/2018 | 05/2018 |
| Auburn University Of Montgomery | Montgomery | AL | 08/2017 | 12/2017 |
Junior Board Member with a Non-Profit Organization called Down Syndrome Alabama. It is not Investment related. 3000 Galleria Cir Suite 1500, Hoover,AL. 35244. Raise awareness for children with Down Syndrome and their families. Began as a member in May 2021. I spend 1 hour a month, none of which coincide with securities trading hours. Offer insight and suggestions on planning events for the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-23 |
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