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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-18 |
| AL | RA | APPROVED | 2024-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Huntsville | AL | 08/2022 | 06/2024 |
| Soles Dance Center | Huntsville | AL | 05/2020 | Present |
| Pure Barre | Madison | AL | 04/2021 | 01/2022 |
| Elitaire Boutique | Huntsville | AL | 04/2022 | 10/2023 |
| Rpm Wholesale | Huntsville | AL | 08/2020 | 05/2021 |
| Troy University | Troy | AL | 08/2016 | 05/2020 |
| Ae Wealth Management, Llc | Topeka | KS | 06/2024 | 10/2024 |
| Echo Nutrition | Troy | AL | 04/2020 | 07/2020 |
| Lake Bryn Mawr Camp | Honesdale | PA | 06/2021 | 08/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Huntsville | AL | 11/2024 | Present |
| Tile And Stone Market | Huntsville | AL | 01/2022 | Present |
| Wg Financial Group | Huntsville | AL | 07/2024 | 10/2024 |
| Bank Of America, N.A | Huntsville | AL | 01/2025 | Present |
I*: 2107274 Name of the other business: Tile and Stone Market Whether the business is investment-related: No Address of the other business: Huntsville, AL Nature of the other business: Retail Your position: Social Media Manager Title, or relationship with the other business: Social Media Manager Start date of your relationship: 01/2022 Approximate number of hours/month you devote to the other business: 4 hours/month Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: I manage the store's social media accounts I*: 2107273 Name of the other business: Soles Dance Center Whether the business is investment-related: No Address of the other business: Huntsville, AL Nature of the other business: Fitness Studio Your position: Dance Instructor Title, or relationship with the other business: Dance Instructor Start date of your relationship: 08/2020 Approximate number of hours/month you devote to the other business: 16 hours/month Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: I teach 2 dance classes a week to children
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-06 |
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