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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-20 |
| GA | RA | APPROVED | 2026-01-13 |
Branch Locations
5 Concourse Parkway Suite 2000, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 06/2011 | 02/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 02/2018 | 12/2025 |
| Morgan Stanley | Atlanta | GA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-09 |
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