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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2020-09-18 |
| TX | RA | APPROVED | 2020-09-18 |
Branch Locations
201 South Court Street 4Th Floor, Florence, AL 35630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florence | AL | 10/2014 | 09/2020 |
| University Of North Alabama | Florence | AL | 08/2013 | 11/2016 |
| Bank Of America, N.A. | Florence | AL | 02/2017 | 09/2020 |
| Morgan Stanley Smith Barney Llc | Florence | AL | 09/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2020 | Present |
*463926 - Cole Honors College Board ; Investment related - No; Florence, Alabama; Public Schools; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 09/2021; During business hours: 0; After business hours: 2; Administrative *494806 - Singing River Disc Golf; Investment related: No; Florence, Alabama; Civic/Religious/Community, Recreation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 06/2022; During business hours: 0; After business hours: 10;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-10 |
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