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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-13 |
| GA | RA | APPROVED | 2024-12-02 |
Branch Locations
3280 Peachtree Road Northeast, Suite 2000 Pwm, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Securities | Atlanta | GA | 07/2023 | 08/2024 |
| Mansfield Oil Company | Gainesville | GA | 05/2020 | 05/2023 |
| Unemployed | Atlanta | GA | 05/2023 | 07/2023 |
| The Coca-Cola Company | Atlanta | GA | 08/2020 | 08/2021 |
| Avanza Healthcare Strategies | Atlanta | GA | 07/2021 | 05/2023 |
| Providence Christian Academy | Lilburn | GA | 08/2014 | 05/2018 |
| Unemployed | Peachtree Corners | GA | 05/2018 | 07/2018 |
| Georgia Tech | Atlanta | GA | 08/2018 | 12/2022 |
| Truist Securities | Atlanta | GA | 06/2022 | 08/2022 |
| Morgan Stanley | Atlanta | GA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-28 |
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