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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-11-20 |
| TX | RA | APPROVED | 2025-11-19 |
Branch Locations
5 Concourse Parkway Suite 2000, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Decatur | GA | 07/2004 | 10/2019 |
| Wells Fargo Clearing Services, Llc | Fayetteville | GA | 05/2009 | 10/2019 |
| Lpl Financial, Llc | Jonesboro | GA | 10/2019 | 05/2021 |
| Edward Jones | St Louis | MO | 09/2021 | 09/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 10/2021 | 10/2025 |
| Unemployed | Senoia | GA | 06/2021 | 08/2021 |
| Morgan Stanley | Atlanta | GA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-07 |
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