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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-02-03 |
| TX | RA | APPROVED_RES | 2025-01-31 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 09/2013 | 03/2017 |
| Unemployed | Jonesboro | GA | 07/2018 | 10/2019 |
| J.P. Morgan Securities Llc | Johns Creek | GA | 11/2019 | 12/2020 |
| Jpmorgan Chase Bank, N.A. | Johns Creek | GA | 11/2019 | 12/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 03/2017 | 06/2018 |
| Merrill Lynch | Atlanta | GA | 03/2017 | 06/2018 |
| Merrill Lynch | New York | NY | 09/2013 | 03/2017 |
| E*Trade Securities Llc | Alpharetta | GA | 02/2023 | 09/2023 |
| State Farm | Dunwoody | GA | 05/2022 | 10/2022 |
| Homemaker | Lake Spivey | GA | 01/2021 | 05/2022 |
| Morgan Stanley | Alpharetta | GA | 09/2023 | Present |
| Unemployed | Lake Spivey | GA | 10/2022 | 02/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-27 |
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