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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-17 |
| GA | RA | APPROVED | 2024-07-02 |
Branch Locations
3280 Peachtree Road Northeast, Suite 2000 Pwm, Atlanta, GA 30305 • United States
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 09/2023 | Present |
| Georgetown University | Washington | DC | 08/2019 | 05/2023 |
| Roswell Highschool | Roswell | GA | 08/2015 | 05/2019 |
| Kbc Advisors | Nashville | TN | 06/2022 | 08/2022 |
| Unemployed | Roswell | GA | 05/2023 | 09/2023 |
*575097- Cade MacLeod - Lacrosse Lessons; Investment related: No; Roswell, Georgia; Recreation; Instructor/Coach (proprietor, partner, officer, director, employee, trustee, agent); 11/2023; During business hours: 0; After business hours: 4; Instructor/Coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-01 |
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