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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Morgan Stanley | Alpharetta | GA | 11/2022 | Present |
| The Avenue Wealth Management (Raymond James) | Memphis | TN | 01/2022 | 09/2022 |
| Autozone Inc | Memphis | TN | 08/2020 | 01/2022 |
| Events At Vanderbilt | Nashville | TN | 08/2017 | 05/2020 |
| Vanderbilt University | Nashville | TN | 08/2016 | 05/2020 |
| Red Robin | Cordova | TN | 01/2016 | 03/2018 |
| Outback Steakhouse | Memphis | TN | 06/2018 | 02/2021 |
| Doordash | Memphis | TN | 09/2022 | 11/2022 |
*531979- Amway; Investment Related: Yes; Atlanta, Tennessee; Retail/Online Stores; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2020; During Business Hours: 0; After Business Hours: 30; Customer Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-14 |
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