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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-28 |
| GA | RA | APPROVED | 2023-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 07/2018 | 04/2022 |
| University Of Georgia | Athens | GA | 08/2017 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 06/2017 | 08/2017 |
| University Of Georgia | Athens | GA | 12/2016 | 06/2017 |
| Alpha Omicron Pi- Lambda Sigma Chapter | Athens | GA | 11/2015 | 12/2016 |
| University Of Georgia | Athens | GA | 08/2014 | 12/2016 |
| City Bar | Athens | GA | 06/2015 | 06/2017 |
| Bank Of America, N.A. | Chandler | AZ | 02/2020 | 04/2022 |
| E*Trade Securities Llc | Alpharetta | GA | 12/2022 | Present |
| E*Trade Capital Management Llc | Alpharetta | GA | 12/2022 | Present |
| Unemploed | Alpharetta | GA | 04/2022 | 12/2022 |
| Morgan Stanley | Alpharetta | GA | 04/2023 | Present |
| Morgan Stanley | Alpharetta | GA | 09/2023 | Present |
| Morgan Stanley | Alpharetta | GA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-14 |
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