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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-07 |
| AL | RA | APPROVED | 2024-11-25 |
Branch Locations
201 South Court Street 4Th Floor, Florence, AL 35630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florence | AL | 10/2018 | 02/2019 |
| The University Of Alabama | Florence | AL | 08/2013 | 12/2017 |
| Unemployed | Florence | AL | 01/2018 | 10/2018 |
| Bank Of America, N.A. | Florence | AL | 04/2019 | 10/2019 |
| Morgan Stanley | Florence | AL | 04/2024 | Present |
| Target | Florence | AL | 11/2019 | 01/2020 |
| Unemployed | Killen | AL | 02/2020 | 06/2020 |
| Stratasan | Nashville | TN | 07/2020 | 11/2020 |
| Stratasan | Nashville | TN | 11/2020 | 01/2023 |
| Unemployed | Charleston | SC | 01/2023 | 08/2023 |
| Stand 8 Technology Services | Charleston | SC | 09/2023 | 02/2024 |
| Unemployed | Killen | AL | 03/2024 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-25 |
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