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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-20 |
| GA | RA | APPROVED | 2025-10-10 |
Branch Locations
3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 01/2021 | 07/2025 |
| Swift Straw Ii, Llc | Atlanta | GA | 07/2020 | 01/2021 |
| Ups | Atlanta | GA | 01/2020 | 05/2020 |
| Oglethorpe University | Atlanta | GA | 08/2016 | 12/2019 |
| Morgan Stanley | Atlanta | GA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-09 |
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