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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-06 |
| PA | RA | APPROVED | 2020-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Atlanta | GA | 01/2016 | 09/2018 |
| Morgan Stanley Private Bank, N.A. | Atlanta | GA | 01/2016 | 09/2018 |
| Ameriprise Financial Services, Inc | Atlanta | GA | 10/2018 | 01/2019 |
| Jpmorgan Chase Bank, N.A. | Roswell | GA | 04/2019 | 10/2019 |
| J.P. Morgan Securities Llc | Roswell | GA | 04/2019 | 10/2019 |
| Unemployed | Alpharetta | GA | 01/2019 | 04/2019 |
| Southport Capital | Atlanta | GA | 04/2020 | 06/2020 |
| Unemployed | Marietta | GA | 11/2019 | 03/2020 |
| Wealth Enhancement & Preservation | Alpharetta | GA | 06/2020 | 09/2020 |
| Triad Advisors | Norcross | GA | 06/2020 | 09/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Conshohocken | PA | 10/2020 | Present |
| Bank Of America, N.A. | Conshohocken | PA | 01/2021 | Present |
I*3755405 Entity Type: HOA, Co-op, Freehold Name of OBA: Ritz Carlton Social Committee Address: Philadelphia, Pennsylvania, 19102 Investment Related: No Position, Title, Association: Committee Employee Start Date: 03/01/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: The purpose of the committee is to organize social events for residents of the condominium building. My responsibilities are attending monthly meetings, planning social activities, and helping to engage residents.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-22 |
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