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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-11-20 |
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 | 01/2024 | Present |
| Merrill Lynch | San Antonio | TX | 06/2022 | 12/2023 |
| Lynd Company | San Antonio | TX | 04/2020 | 08/2020 |
| Hudson And Daniel Law Firm | San Antonio | TX | 06/2018 | 08/2018 |
| Texas A&M University | College Station | TX | 08/2019 | 12/2023 |
| Unemployed | San Antonio | TX | 01/2014 | 08/2019 |
- Dwight and Marlene Short Legacy Fund - No - P.O. Box 31750, Independence, OH 44131 - Religious based charity - Advisory board - Advisory board - March 10, 2021 - 3 hours a month - 0 hours a month - I sit on the advisory board that helps to select charities and ministries to donate funds to
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-08 |
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