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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-23 |
| TX | RA | APPROVED_RES | 2025-10-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Alpharetta | GA | 12/2023 | Present |
| Fifth Third Bank | Marietta | GA | 07/2015 | 10/2016 |
| Suntrust Bank | Alpharetta/Roswell | GA | 10/2016 | 10/2019 |
| Applebees | Woodstock | GA | 09/2019 | 10/2019 |
| Brooks Brothers | Woodstock | GA | 10/2019 | 05/2020 |
| Wells Fargo Bank | Atlanta | GA | 05/2020 | 10/2020 |
| Credit Union Of Georgia | Canton | GA | 10/2020 | 11/2020 |
| Unemployed | Woodstock | GA | 11/2020 | 01/2021 |
| Pnc Bank | Roswell | GA | 01/2021 | 09/2021 |
| Zales | Kennesaw | GA | 01/2018 | 01/2018 |
| Brooks Brothers | Woodstock | GA | 09/2021 | 09/2021 |
| J Crew | Woodstock | GA | 10/2021 | 10/2021 |
| Regions Bank | Kennesaw | GA | 04/2022 | 06/2023 |
| Unemployed | Woodstock | GA | 11/2021 | 04/2022 |
| Brooks Brothers | Woodstock | GA | 06/2023 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-03 |
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