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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-23 |
| GA | RA | APPROVED | 2017-08-30 |
Branch Locations
5565 Glenridge Connector Suite 1900, Atlanta, GA 30342 • United States
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Atlanta | GA | 02/2015 | 08/2017 |
| Morgan Stanley | Atlanta | GA | 08/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-15 |
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