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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-06 |
Branch Locations
1 Edison Drive, Alpharetta, GA 30005 • United States
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Alpharetta | GA | 08/2025 | Present |
| Equitable Advisors | Dallas | TX | 09/2024 | 07/2025 |
| Gleneagles Country Club | Plano | TX | 06/2023 | 08/2024 |
| Morgan Stanley | Dallas | TX | 06/2022 | 08/2023 |
| Ut Dallas Spn Wellness Center | Richardson | TX | 01/2022 | 05/2024 |
| Lawson Event Rentals | Richardson | TX | 03/2022 | 05/2024 |
| Westwood Country Club | Austin | TX | 05/2021 | 05/2022 |
| Expert Relocation Systems | Austin | TX | 06/2019 | 08/2019 |
| City Of Austin Aquatics | Austin | TX | 05/2018 | 08/2018 |
| The University Of Texas At Dallas | Richardson | TX | 08/2021 | 08/2025 |
| Mccallum High School | Asutin | TX | 08/2017 | 05/2021 |
| Unemployed | Austin | TX | 08/2015 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-24 |
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