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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-09 |
| TX | RA | APPROVED | 2024-10-25 |
Branch Locations
6055 Lakeside Commons Drive Suite 450, Macon, GA 31210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bellhops | Chattanooga | TN | 05/2017 | 08/2017 |
| Covenant College Advancement Office | Lookout Mountain | GA | 09/2015 | 05/2018 |
| Ubs Financial Services Inc. | Waco | TX | 06/2018 | 12/2018 |
| The First National Bank Of Mcgregor Dba Tfnb Your Bank For Life | Waco | TX | 01/2019 | 05/2022 |
| Ubs Financial Services Inc. | Waco | TX | 05/2022 | 10/2024 |
| Morgan Stanley Smith Barney Llc | Austin | TX | 10/2024 | 02/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2024 | Present |
| Morgan Stanley Smith Barney Llc | Macon | GA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-16 |
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