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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-12 |
| GA | RA | APPROVED | 2023-10-10 |
Branch Locations
3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aldo Group | Tampa | FL | 08/2013 | 02/2017 |
| T. Rowe Price | Tampa | FL | 10/2016 | 01/2019 |
| Morgan Stanley Smith Barney Llc | Atlanta | GA | 03/2023 | Present |
| Ciee | Cabezuela | 01/2019 | 04/2019 | |
| Aldo Group | Orlando | FL | 04/2019 | 09/2019 |
| Spanish Ministry Of Education | Almeria | 09/2019 | 06/2020 | |
| Aldo Group | Orlando | FL | 06/2020 | 09/2020 |
| Spanish Ministry Of Education | Almeria | 09/2020 | 06/2021 | |
| Idea Public Schools | San Antonio | TX | 06/2021 | 02/2023 |
| Unemployed | Atlanta | GA | 02/2023 | 03/2023 |
(1) 578142 - TikTok / Not Investment Related / Culver City, CA / Retail, Online Stores / Content Creator / Start November 2024 / During business hours: 0 / After business hours: 20 / Sales, Marketing. (2) 615924 - Etsy / Investment Related / Brooklyn, NY / Retail, Online Stores / Creator / Start October 2024 / During Business Hours: 0 / After Business Hours: 20 / Sales, Marketing. (3) 676317 - Amazon Influencer Program / Not Investment Related / Seattle, WA / Retail, Online Stores / Contractor / Start January 2026 / During business hours: 0 / After business hours: 20 / Sales, Marketing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-15 |
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