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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-12 |
| GA | RA | APPROVED | 2025-02-14 |
Branch Locations
5 Concourse Parkway Suite 2000, Atlanta, GA 30328 • United States
450 Royal Palm Way 5Th Floor, Palm Beach, FL 33480 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Alpharetta | GA | 06/2023 | Present |
| Information And Infrastructure Technologies | Atlanta | GA | 02/2023 | 05/2023 |
| Advise Sports And Entertainment | Atlanta | GA | 05/2022 | 09/2022 |
| Wake Forest University: Athletic Department | Winston Salem | NC | 02/2022 | 05/2022 |
| Reel Analytics | Atlanta | GA | 05/2020 | 08/2020 |
| Samford University | Homewood | AL | 06/2022 | 01/2023 |
| Kwikr | Winston Salem | NC | 05/2019 | 08/2019 |
| Wake Forest University | Winston Salem | NC | 06/2017 | 05/2022 |
| Lassiter High School | Marietta | GA | 06/2013 | 05/2017 |
*582238 - Advise Sports and Entertainment; Investment Related - No; Decatur, Georgia; Sports and Entertainment family office; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2024; During Business Hours: 0; After Business Hours: 20; Marketing and branding
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-28 |
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