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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-01-26 |
Branch Locations
3318 W Friendly Ave Fl 3, Greensboro, NC 27410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Greensboro | NC | 08/2013 | 12/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 12/2022 |
| Truist Investment Services, Inc. | Greensboro | NC | 01/2022 | Present |
| Truist Advisory Services, Inc. | Greensboro | NC | 01/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
PLEASANT GARDEN BAPTIST CHURCH POSITION: Board & Finance Commitee Member NATURE: Religious/Church INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2023 ADDRESS: Pleasant Garden NC, United States DESCRIPTION: Advise/analyze with other committee members regarding the church's budget for missions funding, church maintenance, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-15 |
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