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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Georgia Financial Advisors | Atlanta | GA | 06/2025 | 08/2025 |
| Krispy Kreme | Milledgeville | GA | 02/2022 | 05/2025 |
| Overhead Door Company | Peachtree Corners | GA | 05/2024 | 08/2024 |
| Nova Engineering And Environmental | Greenville | SC | 06/2021 | 08/2023 |
| Chick Fil A | Lawrenceville | GA | 05/2020 | 05/2021 |
| Southern Elite Officials Association | Lawrenceville | GA | 03/2019 | 03/2021 |
| Chick Fil A | Snellville | GA | 11/2018 | 02/2019 |
| Archer High School | Lawrenceville | GA | 08/2017 | 05/2021 |
| Jordan Middle School | Lawrenceville | GA | 08/2015 | 05/2017 |
| Morgan Stanley | Alpharetta | GA | 04/2026 | Present |
| Kimera Ventures | Atlanta | GA | 08/2025 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-30 |
| S65 | Uniform Investment Adviser Law Examination | 2025-03-28 |
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