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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 |
| AL | RA | APPROVED | 2017-05-01 |
Branch Locations
300 Market Street Ne Suite 101, Decatur, AL 35601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Decatur | AL | 05/2017 | Present |
| Investment Centers Of America, Inc. | Bismark | ND | 10/2014 | 05/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2017 | Present |
*372914 - Calhoun Community College Foundation Board; Not Investment related; Decatur, AL; Fundraising and scholarships; Board Member (proprietor, partner, officer, director, employee, trustee, agent); Jun 2019; During business hours: 0; After business hours: 1; Will be providing financial/investment feedback based on current investment firm, investment policy statement and its correlation to investment mix, and overall performance based on benchmarks.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-30 |
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