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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-02-24 |
| GA | RA | APPROVED | 2023-09-05 |
| TX | RA | APPROVED | 2023-09-05 |
Branch Locations
200 West Civic Center Drive, Sandy, UT 84070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 05/2017 | 03/2019 |
| Stone Summit Climbing And Fitness Center | Atlanta | GA | 09/2015 | 05/2017 |
| Bank Of America, N.A. | Atlanta | GA | 11/2017 | 03/2019 |
| E*Trade Securities Llc | Alpharetta | GA | 03/2019 | 09/2023 |
| E*Trade Capital Management, Llc | Alpharetta | GA | 03/2019 | 09/2023 |
| Morgan Stanley | Alpharetta | GA | 03/2023 | Present |
| Morgan Stanley | Sandy | UT | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-20 |
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