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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-05-03 |
| TX | RA | APPROVED_RES | 2022-04-28 |
Branch Locations
2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009 • 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 | Atlanta | GA | 07/1993 | 04/2022 |
| Bank Of America, N.A. | Gainesville | GA | 12/2009 | 04/2022 |
| Morgan Stanley Smith Barney Llc | Alpharetta | GA | 04/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2022 | Present |
*501529 - The Ark at Lake Lanier LLC; Investment related Yes; Gainesville, Georgia; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2013; During business hours: 5; After business hours: 5; Business Development/Growth *501531 - IPH Investments, LLC; Investment related: Yes; Gainesville, Georgia; Rental property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2018; During business hours: 0; After business hours: 1; Business Development/Growth *501530 - Chateau Lake Lanier, LLC; Investment related: Yes; Gainesville, Georgia; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2019; During business hours: 2; After business hours: 3; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-26 |
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