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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-11-29 |
| TX | RA | APPROVED_RES | 2023-11-29 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 10/2022 | 12/2023 |
| Lowe's Home Improvement | Alpharetta | GA | 08/2002 | 07/2023 |
| Swipe Jobs Llc. (Kimberly Clark Contractor) | Roswell | GA | 02/2002 | 06/2022 |
| Corestaff Inc. | Roswell | GA | 10/2021 | 02/2022 |
| Unemployed, Moving To Southeast, Buying A Property. | Fayetteville | NC | 05/2021 | 10/2021 |
| Lowe's Home Improvement | Longmont | CO | 01/2021 | 04/2021 |
| Unemployed, Renovation And Sale Of Primary Residence | Milliken | CO | 07/2020 | 12/2020 |
| Rennstall Usa. Llc. | Greeley | CO | 06/2020 | 07/2020 |
| American Steel Llc. | La Salle | CO | 04/2020 | 06/2020 |
| Ronin Ltd, Sole Proprietorship, Contract 1099 | Milliken | CO | 05/2009 | 04/2020 |
| American Steel Llc. | La Salle | CO | 04/2016 | 04/2020 |
| Morgan Stanley Smith Barney Llc | Alpharetta | GA | 09/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2025 | Present |
(1) 671699 - Beaver Run Land and Road Co. Ltd.; Not Investment Related; Ball Ground, GA; Construction/Engineering; Sole Proprietor/Owner, Operator; Start December 2025; During business hours: 0; After business hours: 8; Owner / Operator.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-06 |
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