Best Investors Account Sign in
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-09-25
TX RA APPROVED 2024-09-24
  • GA RA
    APPROVED
    Since 2024-09-25
  • TX RA
    APPROVED
    Since 2024-09-24

Branch Locations

3280 Peachtree Road Nw, Ste 1700 Southeast - Region 4, Atlanta, GA 30305 • United States

1 Edison Drive, Alpharetta, GA 30005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
E*Trade Securities Llc Alpharetta GA 07/2022 Present
Zaxby's Birmingham AL 12/2021 06/2022
Chick-Fil-A Tuscaloosa AL 01/2021 08/2021
Zaxby's Birmingham AL 05/2020 01/2021
Freddy's Frozen Custard Tuscaloosa AL 08/2018 10/2018
University Of Alabama Tuscaloosa AL 08/2014 05/2022
Morgan Stanley Alpharetta GA 01/2023 Present
Morgan Stanley Alpharetta GA 09/2023 Present
  • 07/2022 → Present
    E*Trade Securities Llc
    Alpharetta, GA
  • 12/2021 → 06/2022
    Zaxby's
    Birmingham, AL
  • 01/2021 → 08/2021
    Chick-Fil-A
    Tuscaloosa, AL
  • 05/2020 → 01/2021
    Zaxby's
    Birmingham, AL
  • 08/2018 → 10/2018
    Freddy's Frozen Custard
    Tuscaloosa, AL
  • 08/2014 → 05/2022
    University Of Alabama
    Tuscaloosa, AL
  • 01/2023 → Present
    Alpharetta, GA
  • 09/2023 → Present
    Alpharetta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-24
S63 Uniform Securities Agent State Law Examination 2022-12-02
  • S65 Uniform Investment Adviser Law Examination
    2024-09-24
  • S63 Uniform Securities Agent State Law Examination
    2022-12-02

View on SEC IAPD

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor