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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-09-05 |
| TX | RA | APPROVED | 2023-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Atlanta | GA | 07/2017 | 10/2017 |
| Primerica Financial Services | Atlanta | GA | 04/2017 | 10/2017 |
| World Financial Group/Transamerica Premier Life Insurance Co | Norcross | GA | 05/2015 | 04/2017 |
| E*Trade Securities Llc | Alpharetta | GA | 10/2017 | 04/2019 |
| E*Trade Securities Llc | Atlanta | GA | 04/2019 | 05/2021 |
| E*Trade Capital Management Llc | Atlanta | GA | 03/2021 | 05/2021 |
| E*Trade Securities Llc | Atlanta | GA | 05/2021 | 07/2021 |
| E*Trade Capital Management Llc | Atlanta | GA | 05/2021 | 07/2021 |
| E*Trade Securities Llc | Alpharetta | GA | 07/2021 | Present |
| E*Trade Capital Management Llc | Alpharetta | GA | 07/2021 | Present |
| Morgan Stanley | Alpharetta | GA | 03/2023 | Present |
| Morgan Stanley | Alpharetta | GA | 09/2023 | Present |
| Morgan Stanley | Alpharetta | GA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-15 |
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