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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-12-02 |
| NY | RA | APPROVED | 2022-01-20 |
| VA | RA | APPROVED | 2022-01-13 |
| LA | RA | APPROVED | 2022-01-11 |
| NC | RA | APPROVED | 2022-01-10 |
| IL | RA | APPROVED | 2022-01-06 |
| TX | RA | APPROVED_RES | 2022-01-04 |
Branch Locations
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
6208 Garners Ferry Rd Suite A, Columbia, SC 29209 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2014 | 07/2018 |
| Morgan Stanley | Columbia | SC | 07/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2018 | Present |
| Integrated Advisors Network, Llc | Palos Verdes Estates | CA | 12/2021 | Present |
| Capital City Financial Partners | Columbia | SC | 12/2021 | Present |
1. Omega Psi Phi Fraternity ; Not Investment Related ; Fraternal Order ; Committee Director ; Mar 2019 ; During business hours : 0 ; help in developing the economic outlook for the group as well as working on creating an interface for members to connect and work with each other on business ventures.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-02 |
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