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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-07-06 |
| TX | RA | APPROVED | 2012-02-09 |
Branch Locations
7402 Hodgson Memorial Drive Suite 100, Savannah, GA 31406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, Na | Jacksonville | FL | 07/2010 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
| Morgan Stanley Smith Barney Llc | Savannah | GA | 07/2016 | Present |
4. *405313 - Air Bnb; Investment related -Yes; San Fancisco; California; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2020; During business hours: 0; After business hours: 5; Customer Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-08 |
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