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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-01 |
| GA | RA | APPROVED | 2022-03-29 |
Branch Locations
124 West Jefferson Street, Madison, GA 30650 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta | GA | 10/2005 | 08/2017 |
| Bank Of America, Na | Alpharetta | GA | 12/2009 | 08/2017 |
| Morgan Stanley | Madison | GA | 01/2022 | Present |
| Georgia State University | Atlanta | GA | 09/2017 | 12/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-28 |
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