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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-28 |
| GA | RA | APPROVED | 2024-05-30 |
Branch Locations
2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Alpharetta | GA | 01/2023 | Present |
| Forsyth County Schools | Cumming | GA | 07/2014 | 06/2017 |
| The Container Store | Alpharetta | GA | 11/2022 | Present |
| Rodan And Fields | Charleston | SC | 05/2015 | 05/2020 |
| Homemaker | Charleston | SC | 06/2018 | 01/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2026 | Present |
*OBI - 540258 - The Container Store ; Investment related - No ; Alpharetta, Georgia ; Retail/Online Stores ; Employee (proprietor, partner, officer, director, employee, trustee, agent) ; 11/2022 ; During business hours : 0 ; After business hours : 10 ; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-28 |
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