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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-01 |
| GA | RA | APPROVED | 2017-04-03 |
Branch Locations
475 Sea Island Road, St Simons Island, GA 31522 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | St. Simons Island | GA | 10/2009 | 03/2017 |
| Bank Of America, N.A. | St. Simons Island | GA | 11/2009 | 03/2017 |
| Morgan Stanley | Savannah | GA | 03/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 04/2017 | Present |
*442910 - Gamma Kappa Properties, Inc; Investment related No; Statesboro, GA; Non-Profit; July 2021; Board Member (proprietor, partner, officer, director, employee, trustee, agent); During business hours: 0; After business hours: 1; Would just be a member of the board with no specific responsibilities at this time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-04 |
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