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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2023-06-08 |
| GA | RA | APPROVED | 2022-09-26 |
| TX | RA | APPROVED_RES | 2022-09-22 |
Branch Locations
355 Oneta Street Suite D-700, Athens, GA 30601 • United States
Addison, ME • 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 |
|---|---|---|---|---|
| Morgan Stanley | Athens | GA | 06/2011 | 09/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2022 |
| Ubs Financial Services Inc. | Atlanta | GA | 09/2022 | Present |
1. MILLEDGE PARTNERS, LLC; ATHENS, GEORGIA; REAL ESTATE INVESTMENTS(SINGLE MEMBER); 1 AFTER BUSINESS HOURS; 1 DURING BUSINESS HOURS; start date-1/1/2010 2. ATHENS MACHINE WORKS; REAL ESTATE LIMITED PARTNERSHIP; 0 HOURS SPENT DURING OR AFTER BUSINESS; ATHENS, GA; 03/2006*** 3. GEORGIA MUSEUM OF ART BOARD OF ADVISORS; PRESIDENT; ATHENS; GA; .1 AFTER BUSINESS HOURS; .1 DURING BUSINESS HOURS; start date-1/1/2010 4. 346067 -Paradise Lodging, LLC; Investment related - Yes; Athens, GA,; Officer; 06/2018; During business hours: 1; After business hours: 3; Administrative, Property Management 5. *425620 - Trust; Investment related - Yes; Fulton, Kentucky; Trustee; 02/2021; During business hours: 2; After business hours: 0 6. *445423 - Jim's Garage LLC; Investment related - Yes; Athens, Georgia; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent);06/2021; During business hours: 0; After business hours: 2; Administrative, Property Management 8) Name of business: K Emily Testamentary Trust DTD 5/7/2004 Todd Emily TTEE./ Address: 240 Woodlawn Avenue Athens GA United States./ Investment Related: No./ Role: To manage the assets of the trust and to pay expenses as needed for my handicapped brother./ Start Date: 1/24/2022./ Time Required: No. 9) Paradise Lodging LLC, This is a vacation home for my family. It may be offered as a rental through Airbnb or similar sites, Proprietor / owner, I am the owner of the entity and make the investment decisions, start date-2/12/2023, Addison MaineUnited States-04606. 10) Pleasant Bay Company LLC, This a single member LLC to own family property, Proprietor / owner, I purchased the real estate and formed the LLC, start date-1/10/2023, AthensGa United States-30606.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-15 |
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