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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-04 |
| TX | RA | APPROVED | 2026-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta | GA | 04/2014 | 10/2022 |
| Bank Of America, N.A. | Alpharetta | GA | 10/2014 | 10/2022 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 10/2022 | 03/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 03/2025 | 07/2026 |
| Bank Of America, N.A. | Atlanta | GA | 04/2025 | 07/2026 |
| Morgan Stanley | Alpharetta | GA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-16 |
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