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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-16 |
| GA | RA | APPROVED | 2021-12-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Athens | GA | 07/2019 | 03/2020 |
| Jjbw Law | Newcastle | ME | 01/2016 | 07/2019 |
| Bank Of America, N.A. | Athens | GA | 09/2019 | 03/2020 |
| Raymond James & Associates, Inc. | Athens | GA | 03/2020 | 03/2021 |
| Stable Waters Financial (Dba) | Athens | GA | 03/2021 | 06/2021 |
| Proequities, Inc. | Athens | GA | 03/2021 | 06/2021 |
| Morgan Stanley Smith Barney Llc | Alpharetta | GA | 11/2021 | Present |
| Unemployed | Bogart | GA | 06/2021 | 11/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2021 | Present |
*465659 - Richard Burt Architect ; Investment related - No; Boothbay Harbor, Maine; Architecture/Professional Services; Clerk (proprietor, partner, officer, director, employee, trustee, agent); 01/2015; During business hours: 0; After business hours: 0; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-30 |
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