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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-05 |
| TX | RA | APPROVED | 2026-08-04 |
Branch Locations
50 A1A North, Suite 112, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newcomb & Boyd, Llp | Atlanta | GA | 05/2021 | 06/2026 |
| Vaco | Atlanta | GA | 03/2021 | 05/2021 |
| Weissman | Atlanta | GA | 07/2020 | 01/2021 |
| The Virtual Hr Director, Llc | Atlanta | GA | 06/2018 | 06/2020 |
| Suez North America | Paramus | NJ | 05/2017 | 07/2017 |
| Withumsmith+Brown | Princeton | NJ | 12/2016 | 12/2016 |
| Auburn University | Auburn | AL | 08/2014 | 05/2018 |
| Morgan Stanley | Ponte Vedra Beach | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-06 |
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