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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-04-13 |
| TX | RA | APPROVED | 2020-04-23 |
| FL | RA | APPROVED | 2019-02-14 |
Branch Locations
3280 Peachtree Road Northeast, Suite 2000 Pwm, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Tampa | FL | 12/2017 | 11/2018 |
| Pnc Wealth Management | Tampa | FL | 12/2016 | 11/2017 |
| Unviersity Of South Florida | Tampa | FL | 01/2015 | 12/2016 |
| Morgan Stanley | Atlanta | GA | 02/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-27 |
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