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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-31 |
| AL | RA | APPROVED | 2023-01-20 |
Branch Locations
1470 Northbank Parkway Suite 280, Tuscaloosa, AL 35406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James | Tuscaloosa | AL | 05/2019 | 03/2021 |
| Interparfum | Tuscaloosa | AL | 10/2019 | 07/2022 |
| Estee Lauder Companies | Tuscaloosa | AL | 06/2016 | 09/2021 |
| Aflac | Tuscaloosa | AL | 10/2018 | 05/2019 |
| Express Employment | Tuscaloosa | AL | 04/2018 | 01/2019 |
| Palm Beach Tan | Tuscaloosa | AL | 01/2015 | 10/2017 |
| Raymond James Financial Services Advisors, Inc. | Tuscaloosa | AL | 03/2021 | 01/2023 |
| Morgan Stanley | Tuscaloosa | AL | 01/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2023 | Present |
*578035 - Schoolyard Roots; Investment related-No; Tuscaloosa, Alabama; Children/Youth, Agricultural/Horticultural; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2024; During business hours: 1; After business hours: 4; Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-10 |
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