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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-04 |
| SC | RA | APPROVED | 2023-04-28 |
Branch Locations
850 Morrison Drive Suite 800, Charleston, SC 29403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 01/2021 | 09/2021 |
| Merrill Lynch - Bank Of America - Ellison Kibler & Associates | Columbia | SC | 09/2019 | 12/2020 |
| Prudential Financial - Travis Hudson Agency | Columbia | SC | 04/2019 | 09/2019 |
| Pleasant Air Conditioning | Mount Pleasant | SC | 05/2018 | 01/2019 |
| Harris Teeter Grocery | Mount Pleasant | SC | 09/2016 | 05/2017 |
| Wando High School | Mount Pleasant | SC | 06/2013 | 06/2017 |
| University Of South Carolina | Columbia | SC | 06/2017 | 01/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2022 | 04/2023 |
| Apollon Wealth Management, Llc | Mount Pleasant | SC | 09/2021 | 04/2023 |
| Morgan Stanley | Charleston | SC | 04/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2026 | Present |
*574099- Dogstar Pet Care; Investment related: No; Charleston, South Carolina; Recreation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 11/2023; During business hours: 0; After business hours: 10; Customer Service. *632282 - Rental Property; Investment Related - Yes; Charleston, South Carolina; Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2025; During Business Hours: 0; After Business Hours: 5; Other.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-02 |
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