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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-10 |
| TX | RA | APPROVED | 2025-10-09 |
Branch Locations
3280 Peachtree Road Nw, Ste 1700 Southeast - Region 4, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gfg Packaging | Monroe | GA | 06/2015 | 09/2017 |
| University Of Georgia | Athens | GA | 10/2018 | 03/2020 |
| Southbridge Advisors | Marietta | GA | 09/2022 | 07/2023 |
| Hilltop Securities Inc | Dallas | TX | 07/2023 | 04/2025 |
| Mercer Law/Benton & Benton | Macon | GA | 08/2021 | 09/2022 |
| Full Time Education | Athens | GA | 01/2017 | 05/2020 |
| Unemployed | Monroe | GA | 05/2020 | 08/2021 |
| Charles Schwab & Co., Inc. | Atlanta | GA | 04/2025 | 08/2025 |
| Charles Schwab Bank Ssb | Atlanta | GA | 04/2025 | 08/2025 |
| Morgan Stanley | Atlanta | GA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-25 |
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