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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-01-28 |
| TX | RA | APPROVED_RES | 2021-01-21 |
Branch Locations
5565 Glenridge Connector Suite 1900, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 10/2010 | 01/2021 |
| Bank Of America, N.A. | Atlanta | GA | 03/2011 | 01/2021 |
| Morgan Stanley Smith Barney Llc | Atlanta | GA | 01/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2021 | Present |
I*125146 For profit or not for profit: For-Profit Organization Name of outside business organization: SOCHRAST LIMITED Investment related: N Address of business: Fairfield, 0 Nature of business: Family Business, Position, title, association: Family Held, Start date of relationship: 8/15/2019 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: family business. purchase of farm land *442402 - DamJam Acres, LLC; Investment related No; Madison, NC; Agriculture, Recreation; Member of the LLC (proprietor, partner, officer, director, employee, trustee, agent); June 2021; During business hours: 0; After business hours: 1; Administrative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-21 |
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