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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-06 |
| GA | RA | APPROVED | 2023-02-20 |
Branch Locations
7402 Hodgson Memorial Drive Suite 100, Savannah, GA 31406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Savannah | GA | 03/2015 | 02/2023 |
| Bank Of America, N.A. | Savannah | GA | 05/2015 | 02/2023 |
| Morgan Stanley Smith Barney Llc | Savannah | GA | 02/2023 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2023 | Present |
*543149 - Kiwanis Club of Skidaway; Investment related: No; Savannah, Georgia; Civic/Religious/Community; Advisory Board, Board Member, Officer(proprietor, partner, officer, director, employee, trustee, agent); 06/2006; During business hours: 8; After business hours: 7; Fundraising, Other
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-05 |
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