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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-23 |
| GA | RA | APPROVED | 2025-03-31 |
Branch Locations
5 Concourse Parkway Suite 2000, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 06/2023 | Present |
| Wofford College | Spartanburg | SC | 08/2022 | 05/2023 |
| Unemployed | Barre | VT | 07/2022 | 08/2022 |
| Unemployed | Jupiter | FL | 06/2022 | 07/2022 |
| Wofford College | Spartanburg | SC | 08/2021 | 05/2022 |
| Unemployed | Berkeley Lake | GA | 05/2021 | 08/2021 |
| Wofford College | Spartanburg | SC | 08/2020 | 05/2021 |
| Unemployed | Berkeley Lake | GA | 05/2020 | 08/2020 |
| Wofford College | Spartanburg | SC | 08/2019 | 05/2020 |
| Unemployed | Berkeley Lake | GA | 05/2019 | 08/2019 |
| Greater Atlanta Christian School | Norcross | GA | 08/2018 | 05/2019 |
| Unemployed | Duluth | GA | 05/2018 | 08/2018 |
| Greater Atlanta Christian School | Norcross | GA | 08/2017 | 05/2018 |
| Unemployed | Duluth | GA | 05/2017 | 08/2017 |
| Greater Atlanta Christian School | Norcross | GA | 08/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-27 |
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