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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Alpharetta | GA | 02/2025 | Present |
| Signaturefd | Atlanta | GA | 06/2024 | 08/2024 |
| University Of Georgia | Athens | GA | 01/2022 | 12/2024 |
| Georgia State University | Atlanta | GA | 08/2020 | 05/2021 |
| Cannon Financial Strategists | Athens | GA | 08/2023 | 10/2024 |
| Sherwin-Williams | Atlanta | GA | 06/2023 | 07/2023 |
| Emory Healthcare | Atlanta | GA | 12/2021 | 07/2022 |
| Atlanta Braves | Atlanta | GA | 04/2021 | 07/2022 |
| Snee Farm Country Club | Mount Pleasant | SC | 05/2017 | 06/2020 |
| Bishop England High School | Daniel Island | SC | 08/2016 | 05/2020 |
| Christ Our King Middle School | Mount Pleasant | SC | 08/2013 | 05/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-28 |
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