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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-01 |
| AL | RA | APPROVED | 2025-09-18 |
Branch Locations
3120 Frederick Road Suite G, Opelika, AL 36801 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pensacola | FL | 11/2010 | 08/2025 |
| Bank Of America, N.A. | Jacksonville | FL | 04/2014 | 08/2025 |
| Morgan Stanley | Opelika | AL | 09/2025 | Present |
*659014- Self; Investment related: Yes; Opelika, Alabama; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-19 |
| S65 | Uniform Investment Adviser Law Examination | 1994-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-10 |
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