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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-11-17 |
| TX | RA | APPROVED | 2017-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Atlanta | GA | 10/2010 | 10/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 10/2017 | Present |
I*110270 For profit or not for profit: For-Profit Organization Name of outside business organization: Chilluxe, LLC Investment related: N Address of business: Atlanta, Georgia 30328 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 4/3/2017 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: My husband and I had a beauty product idea that we were going to market and sell, but nothing ever came of it-- once research was done we decided not pursue this. It is my intent to allow this corporate entity to lapse.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-13 |
| S65 | Uniform Investment Adviser Law Examination | 1999-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-03 |
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