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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2023-08-24 |
| TX | RA | APPROVED_RES | 2022-12-08 |
| CA | RA | APPROVED | 2021-05-17 |
Branch Locations
1478 Stone Point Drive Suite 500, Roseville, CA 95661 • United States
400 Capitol Mall Suite 1900, Sacramento, CA 95814 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Lawrenceville | GA | 09/2018 | 12/2018 |
| Primerica Financial Services | Lawrenceville | GA | 06/2017 | 12/2018 |
| Bensource Employee Benefits | Atlanta | GA | 05/2018 | 02/2021 |
| Office Depot | Duluth | GA | 02/2017 | 02/2018 |
| Georgia State University | Atlanta | GA | 01/2016 | 05/2018 |
| Georgia State University | Dunwoody | GA | 03/2015 | 12/2016 |
| Morgan Stanley Smith Barney Llc | Roseville | CA | 03/2021 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-23 |
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