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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2018-03-13 |
Branch Locations
740 Shades Creek Parkway, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Birmingham | AL | 01/2014 | 02/2018 |
| Bank Of America, N.A. | Birmingham | AL | 11/2014 | 02/2018 |
| Morgan Stanley | Birmingham | AL | 03/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2018 | Present |
*464792- power of attorney; Investment related Yes; Mountain Brook, Alabama; power of attorney; 12/2020; During business hours: 2; After business hours: 2;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-23 |
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