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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-01 |
| GA | RA | APPROVED | 2024-06-28 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Alpharetta | GA | 09/2021 | Present |
| Palmerhouse Properties | Atlanta | GA | 10/2020 | 09/2021 |
| Keller Williams Midtown | Atlanta | GA | 07/2020 | 10/2020 |
| Keller Williams Peachtree Road | Atlanta | GA | 07/2019 | 12/2020 |
| American Express | Atlanta | GA | 08/2015 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-31 |
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