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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-01-10 |
| TX | RA | APPROVED | 2022-01-07 |
Branch Locations
3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sandler O'NEill + Partners | New York | NY | 06/2017 | 07/2017 |
| University Of Georgia | Athens | GA | 08/2013 | 12/2017 |
| Morgan Stanley Smith Barney Llc | Atlanta | GA | 02/2018 | 01/2022 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2018 | 01/2022 |
| Rockefeller Financial Llc | Atlanta | GA | 01/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2018 | 01/2022 |
White Dogwood X1 LLC; Investment related; Alpharetta, GA; 1/3 owner of LLC; 02/20/2026; 1 hour a month and 0 hours during trading hours; LLC created for investment purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-07 |
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