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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-02 |
| NC | RA | APPROVED | 2023-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Asheville | NC | 11/2022 | Present |
| Hometrust Bank | Asheville | NC | 07/2012 | 11/2022 |
(1) 531287 - General Handyman Tasks; Investment related- No; Hendersonville, North Carolina; Construction/Engineering; handyman (proprietor, partner, officer, director, employee, trustee, agent); 03/2020; During business hours: 0; After business hours: 5 (2) 565248 - Rental Property; Investment related: Yes; Mills River, North Carolina; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2023; During business hours: 0; After business hours: 10; Accounting/Bookkeeping, Property Management (3) 610830 - YouTube; Investment related: No; Hendersonville, North Carolina; Posting Dog Videos on YouTube; Creator(proprietor, partner, officer, director, employee, trustee, agent); 9/2024; During business hours: 0; After business hours: 4; I record and create videos of my dogs life and post them on YouTube
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-25 |
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