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33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-03-13 |
Branch Locations
800 Shades Creek Parkway, Birmingham, AL 35209 • United States
33 W 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 10/2020 | 03/2023 |
| Morgan Stanley | Atlanta | GA | 05/2019 | 08/2019 |
| Camp Mac | Munford | AL | 05/2018 | 08/2018 |
| Camp Mac | Munford | AL | 05/2017 | 08/2017 |
| University Of Alabama | Tuscaloosa | AL | 08/2015 | 08/2020 |
| Synovus Securities, Inc. | Birmingham | AL | 03/2023 | Present |
THETA CHAPTER OF PHI GAMMA DELTA INC. | START DATE: 3/1/2025 | PO BOX 131385, BIRMINGHAM, AL | FRATERNAL ORGANIZATION | TREASURER OF BOARD OF CHAPTER ADVISORS | 8-12 HRS/MO | 0-1 HRS/MO DURING TRADING | INVESTMENT RELATED | NO COMPENSATION | AS TREASURER, I AM IN CHARGE OF THE BALANCE SHEET AND PREPARING FINANCIAL STATEMENTS FOR THE ORGANIZATION. I'M ALSO RESPONSIBLE FOR THE BUDGET AND WILL BE THE AUTHORIZED CHECK WRITER FOR THE ORGANIZATION. I'M NOT IN CHARGE OF INVESTMENT ACCOUNTS OR MAKE ANY DECISIONS FOR THIS ENTITY WITH REGARDS TO INVESTMENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-02 |
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