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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-10 |
| GA | RA | APPROVED | 2024-12-02 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 06/2023 | Present |
| Athens Health And Fitness | Athens | GA | 04/2022 | 05/2023 |
| Crunch Fitness | Athens | GA | 07/2021 | 03/2022 |
| Uga Dining Services | Athens | GA | 08/2020 | 01/2021 |
| Your Pie | Cumming | GA | 08/2018 | 01/2019 |
| Atlanta Bread Company | Cumming | GA | 06/2018 | 08/2018 |
| The University Of Georgia | Athens | GA | 08/2019 | 05/2023 |
| South Forsyth High School | Cumming | GA | 08/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-28 |
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