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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-01 |
| GA | RA | APPROVED | 2024-07-15 |
Branch Locations
3455 Peachtree Rd Ne Pbig - Atlanta Pw, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 04/2017 | 06/2024 |
| Etrade Financial | Alpharetta | GA | 03/2017 | 03/2017 |
| Valdosta State University | Valdosta | GA | 08/2012 | 12/2016 |
| Cheddar's Scratch Kitchen | Valdosta | GA | 06/2013 | 12/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 06/2017 | 06/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 06/2024 | Present |
| Bank Of America, N.A. | Atlanta | GA | 07/2024 | Present |
I*1971263 Entity Type: Entity Charitable Name of OBA: Valdosta State University Foundation, Inc. Address:Valdosta Georgia Investment Related:No Position, Title, Association:Board Member Start Date:09/01/2024 No Hours: 3 Yearly No Hours during trading:0 Duties:Entity is an Endowment for Valdosta State University. I would be a general member of the business schools Alumni Advisory Board
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-26 |
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