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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-06-20 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
3280 Peachtree Road Nw, Ste 1700 Southeast - Region 4, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Atlanta | GA | 07/2021 | 06/2024 |
| Wells Fargo Clearing Services | Atlanta | GA | 07/2021 | 06/2024 |
| Crif Select | Atlanta | GA | 06/2020 | 07/2021 |
| Wells Fargo Bank | Atlanta | GA | 04/2010 | 11/2019 |
| Unemployed | Atlanta | GA | 11/2019 | 05/2020 |
| Morgan Stanley | Atlanta | GA | 06/2024 | Present |
*597883 - The Lacy Legacy Company; Investment related -No; Austell, Georgia; Consulting; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2018; During business hours: 0; After business hours: 8; Other *597887 - Black Economics The Financial Journey and Activity Plan to Holistic Health; Investment related -No; Austell, Georgia; Pubished book, which includes royalties, guest appearances such as podcast, book tours and interviews; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2024; During business hours: 0; After business hours: 2; Owner and author of book. *597897 - National Coalition of 100 Black Women Metro Atlanta Chapter; Investment related - No; Atlanta, Georgia; Children/Youth, Education, Health and Welfare, Economic Assistance (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 0; After business hours: 6; Administrative, Labor/Service, Other *597899 - CCCEPA PAPA; Investment related -No; Mableton, Georgia; Public Schools; Other Committee (proprietor, partner, officer, director, employee, trustee, agent); 08/2024; During business hours: 0; After business hours: 2; Labor or Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-29 |
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