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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-06-15 |
| TX | RA | APPROVED | 2020-04-08 |
| FL | RA | APPROVED | 2018-08-09 |
| AL | RA | APPROVED | 2018-07-09 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids | MI | 06/2017 | 06/2018 |
| United States Navy | New York | NY | 08/2014 | 07/2017 |
| Bank Of America, N.A. | Grand Rapids | MI | 09/2017 | 06/2018 |
| Morgan Stanley | Charlotte | NC | 07/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2018 | Present |
*565486- Regnaud Family Foundation; Investment related: No; Charlotte, North Carolina; Civic/Religious/Community; Officer, Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 12/2023; During business hours: 0; After business hours: 2; Investment Decisions/Advice, Fundraising, Check Signing/Funds Disbursements, Administrative. *617426 - AJJR Family LLC; Investment Related - Yes; Charlotte, North Carolina; Real Estate, Investment/Finance/Banking; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2025; During Business Hours: 0; After Business Hours: 5; Investment Decisions/Advice, Accounting/Bookkeeping, Business Development/Growth, Property Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-13 |
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