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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-20 |
| GA | RA | APPROVED | 2024-01-22 |
Branch Locations
5565 Glenridge Connector Suite 1900, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Irc Wealth | Atlanta | GA | 10/2018 | 11/2020 |
| Power Design, Inc. | Saint Petersburg | FL | 11/2015 | 10/2018 |
| Mass Mutual Life Insurance Co. | Atlanta | GA | 11/2020 | 01/2024 |
| Mml Investors Services, Llc | Atlanta | GA | 11/2020 | 01/2024 |
| Morgan Stanley Smith Barney Llc | Atlanta | GA | 01/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-01-25 |
| S65 | Uniform Investment Adviser Law Examination | 2020-05-12 |
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