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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-02-15 |
| TX | RA | APPROVED_RES | 2022-02-15 |
Branch Locations
2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn State - School | University Park | PA | 08/2015 | 05/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 04/2017 | 11/2017 |
| Dc Health Link | Washington | DC | 08/2016 | 01/2017 |
| Unemployed | Washington | DC | 01/2016 | 08/2016 |
| Safeway Inc | Ellicott City | MD | 08/2016 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 03/2018 | 01/2022 |
| Unemployed | Ellicott City | MD | 01/2017 | 04/2017 |
| Unemployed | Ellicott City | MD | 11/2017 | 03/2018 |
| Morgan Stanley | Alpharetta | GA | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-12 |
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