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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-22 |
| NC | RA | APPROVED | 2026-05-19 |
Branch Locations
6805 Carnegie Boulevard Suite 400, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Charlotte | NC | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 07/2025 | 05/2026 |
| Unemployed | Charlotte | NC | 05/2025 | 07/2025 |
| University Of North Carolina Charlotte | Charlotte | NC | 08/2021 | 05/2025 |
| Fit4Life Health Clubs | Wilmington | NC | 06/2022 | 08/2022 |
| Mint Hill Chamber Of Commerce | Mint Hill | NC | 01/2023 | 08/2023 |
| Financial Independence Group | Cornelius | NC | 05/2024 | 08/2024 |
| Northwest Guilford High School | Greensboro | NC | 08/2017 | 06/2021 |
| Edge Fitness Kernersville | Kernersville | NC | 11/2018 | 04/2021 |
| Northwest Middle School | Greensboro | NC | 08/2014 | 06/2017 |
| Unemployed | Greensboro | NC | 06/2021 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-13 |
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