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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-10-05 |
| TX | RA | APPROVED | 2021-10-01 |
Branch Locations
340 Jesse Jewell Parkway Suite 550, Gainesville, GA 30501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gainesville | GA | 07/1993 | 10/2021 |
| Bank Of America, N.A. | Gainesville | GA | 12/2009 | 10/2021 |
| Morgan Stanley Smith Barney Llc | Gainesville | GA | 10/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2021 | Present |
T2 HOLDINGS LLC DISCLOSURE ID: 75263 INVESTMENT RELATED: Y ADDRESS OF BUSINESS: GAINESVILLE, GA 30506 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 9/4/2014 NUMBER OF HOURS DEVOTED: 10 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PURPOSE OF THE LLC IS TO BUY AND HOLD AN INVESTMENT IN RAW LAND *461965 - North Georgia Community Foundation; Investment related - No; Gainesville, Georgia; Charitable; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 0; After business hours: 2; Marketing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-17 |
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