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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-26 |
| GA | RA | APPROVED | 2025-04-17 |
| TX | RA | APPROVED | 2025-04-16 |
Branch Locations
1400 Page Mill Road, Palo Alto, CA 94304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 08/2018 | 01/2019 |
| College/ University Of Georgia | Athens | GA | 08/2013 | 05/2018 |
| The Connection At Athens | Athens | GA | 07/2017 | 08/2017 |
| E*Trade Securities Llc | Alpharetta | GA | 01/2019 | 06/2019 |
| E*Trade Securities Llc | Alpharetta | GA | 06/2019 | 02/2020 |
| E*Trade Securities Llc | Alpharetta | GA | 02/2020 | 06/2020 |
| E*Trade Securities Llc | Alpharetta | GA | 06/2020 | 09/2023 |
| Morgan Stanley | Palo Alto | CA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-24 |
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