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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-09-05 |
| TX | 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 | 07/2021 |
| Atl Global Advisors | Dunwoody | GA | 02/2018 | 06/2018 |
| Two Men And A Truck | Alpharetta | GA | 12/2012 | 06/2018 |
| Bank Of America, N.A. | Chandler | AZ | 09/2018 | 07/2021 |
| Wells Fargo Bank, Na | Marietta | GA | 07/2021 | 01/2022 |
| Wells Fargo Clearing Services, Llc | Marietta | GA | 07/2021 | 01/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 07/2019 | 07/2021 |
| E*Trade Securities Llc | Alpharetta | GA | 01/2022 | Present |
| E*Trade Capital Management Llc | Alpharetta | GA | 01/2022 | Present |
| Morgan Stanley | Alpharetta | GA | 03/2023 | Present |
| Morgan Stanley | Alpharetta | GA | 09/2023 | Present |
| Morgan Stanley | Alpharetta | GA | 09/2023 | Present |
RENTAL PROPERTY; INV. RELATED; SCOTTSDALE,AZ; 100% OWNERSHIP; START DATE 05/01/2020; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. RENTAL PROPERTY; INV. RELATED; ELLIJAY,GA; 50% OWNERSHIP; START DATE 09/01/2021; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; OWNER. IVYS HOA; INV. RELATED; ATLANTA,GA; TREASURER; START DATE 08/01/2021; NUMBER OF HOURS PER MONTH 3; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO REPORT FINANCIALS AND VOTE TO APPROVE CHANGES FOR THE NEIGHBORHOOD. RENTAL PROPERTY; INV. RELATED; ATLANTA, GA; 50% OWNERSHIP; START DATE 02/01/2022; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. *485854- Rental Property; Investment related Yes; Roswell, Georgia; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2020; During business hours: 0; After business hours: 0; Property Management *485851- Rental Property; Investment related Yes; Roswell, Georgia; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2022; During business hours: 0; After business hours: 0; Property Management *652616- Southern Mortgage Solutions; Investment related: No; Milton, Georgia; Lending; Employee (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-06 |
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