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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-27 |
| TX | RA | APPROVED_RES | 2024-04-09 |
| GA | RA | APPROVED | 2024-04-04 |
Branch Locations
55 East 52Nd Street 28Th Floor, New York, NY 10055 • United States
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 | New York | NY | 01/2024 | Present |
| Supreme Lending | Alpharetta | GA | 05/2018 | 08/2023 |
| Alma Domestic Violence Foundation | Atlanta | GA | 11/2023 | 01/2024 |
| Vertical Merchant Solutions | Pensacola | FL | 12/2017 | 05/2018 |
| First Data | Pensacola | FL | 12/2016 | 11/2017 |
| Suntrust Bank | Pensacola | FL | 09/2015 | 11/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-02 |
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