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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-07 |
| NC | RA | APPROVED | 2024-10-22 |
Branch Locations
6805 Carnegie Boulevard Suite 400, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Houlihan Lokey Capital, Inc. | New York | NY | 07/2017 | 11/2019 |
| Morgan Stanley | Charlotte | NC | 09/2024 | Present |
| Duke University - Fuqua School Of Business | Durham | NC | 06/2015 | 05/2017 |
| Cbre | Charlotte | NC | 03/2021 | 10/2021 |
| Tigernational, Llc | Charlotte | NC | 12/2019 | 08/2024 |
| Seedspark | Charlotte | NC | 01/2023 | 08/2024 |
| Procare Financial Services | Charlotte | NC | 06/2022 | 12/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2024 | Present |
*609392 - Mountaineer Campground, LLC; Investment Related - Yes; Clinton, Tennessee; Real Estate; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2022; During Business Hours: 0; After Business Hours: 5; Administrative, Check Signing/Funds Disbursements. *609469 - Starlite Lodge, LLC; Investment Related - Yes; Lenoir, North Carolina; Real Estate; Investor, Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2023; During Business Hours: 0; After Business Hours: 5; Administrative, Check Signing/Funds Disbursements, Investment Decisions/Advice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-25 |
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