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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-12-24 |
| NC | RA | APPROVED | 2025-04-07 |
| TX | RA | APPROVED | 2025-04-07 |
Branch Locations
4064 Colony Road Suite 460, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Knoxville | TN | 06/2023 | 03/2024 |
| The Catholic University Of America | Washington | DC | 08/2019 | 05/2020 |
| Pellissippi State Community College | Knoxville | TN | 07/2020 | 08/2021 |
| The University Of Tennessee, Knoxville | Knoxville | TN | 08/2021 | 05/2023 |
| Full-Time Education | Gilbert | PA | 06/2013 | 08/2019 |
| Scrambled Jakes Breakfast Co. | Knoxville | TN | 07/2020 | 08/2021 |
| One Knox Sc | Knoxville | TN | 12/2022 | 05/2023 |
| Morgan Stanley | Charlotte | NC | 03/2025 | Present |
| Family Motors Too Inc | Stroudsburg | PA | 03/2024 | 03/2025 |
*663132 - The University of Tennessee Charlotte Alumni Chapter; Investment related: No; Charlotte, North Carolina; Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 8; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-13 |
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