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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-02-21 |
| TX | RA | APPROVED | 2023-02-17 |
Branch Locations
2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Savannah | GA | 12/2014 | 02/2023 |
| Bank Of America, N.A. | Savannah | GA | 03/2015 | 02/2023 |
| Morgan Stanley Smith Barney Llc | Alpharetta | GA | 02/2023 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2023 | Present |
St. Andrew's School / Non-Investment Related / Savannah, GA / School, College or University / Start 21-February-2022 / 6 Hours Devoted Weekly / 0 During Trading Hours / I am to be Assistant Coach for the tennis program at St. Andrew's School. Responsibilities include assisting at practice (approximately 3 hours per week), as well as scheduled matches (approximately 4 hours per week) throughout the duration of the Spring 2022 season.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-23 |
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