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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-08-02
TX RA APPROVED 2024-07-30
  • GA RA
    APPROVED
    Since 2024-08-02
  • TX RA
    APPROVED
    Since 2024-07-30

Branch Locations

2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
E*Trade Securities Llc Alpharetta GA 09/2021 09/2023
Farmers Insurance Dawsonville GA 06/2021 08/2021
Stormroof Systems Marietta GA 03/2021 06/2021
Unemployed Dawson GA 05/2020 03/2021
The University Of Georgia Athens GA 08/2016 05/2020
Morgan Stanley Alpharetta GA 09/2023 Present
  • 09/2021 → 09/2023
    E*Trade Securities Llc
    Alpharetta, GA
  • 06/2021 → 08/2021
    Farmers Insurance
    Dawsonville, GA
  • 03/2021 → 06/2021
    Stormroof Systems
    Marietta, GA
  • 05/2020 → 03/2021
    Unemployed
    Dawson, GA
  • 08/2016 → 05/2020
    The University Of Georgia
    Athens, GA
  • 09/2023 → Present
    Alpharetta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-30
S63 Uniform Securities Agent State Law Examination 2021-12-17
  • S65 Uniform Investment Adviser Law Examination
    2024-07-30
  • S63 Uniform Securities Agent State Law Examination
    2021-12-17

View on SEC IAPD

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