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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2014-02-21 |
| TX | RA | APPROVED_RES | 2011-02-01 |
| GA | RA | APPROVED | 2009-06-01 |
Branch Locations
7402 Hodgson Memorial Drive Suite 100, Savannah, GA 31406 • 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Savannah | GA | 01/2002 | Present |
| Morgan Stanley Smith Barney | Savannah | GA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
(1) CLOVERHURST FARMS; NEGOTIATING LEASES, TAXES, CATTLE FARM; SAVANNAH, GA; FAMILY LLC; 1 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; STARTED APPROX 10YRS AGO. - - - - (2) JOT EM DOWN CORPORATION; SECRETARY; CONDUCT ANNUAL MEETING, PAY, NEGOTIATE WITH GDOT, LEASES, GA CONSERVATION PAPERWORK, ADMINISTRATION, ETC; OPERATING COMPANY FOR CLOVERHURST FARMS; SAVANNAH, GA; 1 HOUR AFTER BUSINESS; 0 DURING BUSINESS; 10/2006. - - - - (3) STEWART LOGISTICS; PAY TAXES PAY BILLS ETC; FREIGHT TRUCK LEASING; PAY TAXES PAY BILLS ETC; SAVANNAH, GA; 1 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 2010. - - - - (4) WAYNE STEWART TRUCKING; PAY TAXES MONTHLY BILLS ETC; HOLDING COMPANY FOR FREIGHT TRUCK LEASING; SAVANNAH, GA; 1 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 2010. - - - - (5) FIELDSTONE LAND GROUP; PAY TAXES TALK WITH REALTORS ETC; REAL ESTATE; SAVANNAH, GA; 1 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 2010. - - - - (6) FIELDSTONE GROUP; MAINLY PAY TAXES TALK WITH REALTORS FROM TIME TO TIME ETC; SAVANNAH, GA; REAL ESTATE; 0 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 2010. - - - - (7) STEWART TRANSPORTATION LLC; INVESTMENT RELATED; SAVANNAH, GA; HOLDING ENTITY; SOLE OWNER; AUGUST 2015. - - - - (8) MILE 151 LLC; INVESTMENT RELATED; REAL ESTATE; MAY 2010; 0.25 HOURS; 0 TRADING HOURS.(9) Cloverhurst Farms LLC; Investment related; Farming; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Dec 2018; During business hours: 0; After business hours: 1; Negotiating leases , taxes, cattle farm, president. 682969- Sandy Court Properties Inc; Investment related: Yes; Savannah, Georgia; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03-2026; During business hours: 0; After business hours: 2; I am the sole owner of the property. Pay taxes make sell decisions etc
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-08 |
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