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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-04-05 |
| TX | RA | APPROVED | 2024-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 01/2023 | Present |
| Horizon Counseling | Cartersville | GA | 05/2021 | 01/2023 |
| Farmers Insurance, Daniel Cochran Agency | Canton | GA | 05/2020 | 05/2021 |
| Atlanta Communities, Carter Real Estate Group | Woodstock | GA | 07/2016 | 01/2023 |
| Kennesaw State University | Kennesaw | GA | 08/2016 | 05/2020 |
| Morgan Stanley | Alpharetta | GA | 06/2023 | Present |
| Morgan Stanley | Alpharetta | GA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-19 |
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