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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-08-09 |
| GA | RA | APPROVED | 2023-05-18 |
| TX | RA | APPROVED_RES | 2023-05-16 |
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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 09/2020 | 09/2023 |
| Pharmacy Development Services | Lake Worth | FL | 03/2020 | 09/2020 |
| Govspend | Deerfield Beach | FL | 08/2018 | 03/2020 |
| Florida Atlantic University | Boca Raton | FL | 08/2013 | 12/2017 |
| E*Trade | Alpharetta | GA | 07/2018 | 07/2018 |
| Paycom | Sacramento | CA | 03/2018 | 05/2018 |
| Paramount Residential Mortgage Group | Oakland Park | FL | 04/2017 | 02/2018 |
| Culinary Affairs Catering | Dania Beach | FL | 01/2015 | 03/2017 |
| Morgan Stanley | Alpharetta | GA | 09/2023 | Present |
1. Rental Property 2. Investment Related: No 3. (Personal Address) 4. Real Estate 5. Owner 6. 01/01/2020 7. Hours devoted to business: 0 8. Hours devoted during Securities: 0 9. None. *497294 - Rental Property; Investment related Yes; Pompano Beach, Florida; Real Estate; Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2022; During business hours: 0; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-17 |
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