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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-04 |
| GA | RA | APPROVED | 2026-02-17 |
| TX | RA | APPROVED | 2026-02-16 |
Branch Locations
4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 04/2024 | Present |
| University Of Georgia Athletics - Premium Seating | Athens | GA | 08/2023 | 11/2023 |
| Country Club Of The South | Johns Creek | GA | 08/2023 | 11/2023 |
| Sports Warehouse, Inc | Alpharetta | GA | 07/2022 | 04/2023 |
| Revelxp | Athens | GA | 04/2021 | 04/2021 |
| The Ice Complex | Cumming | GA | 10/2015 | 02/2019 |
| Unemployed | Duluth | GA | 11/2023 | 04/2024 |
| Unemployed | Duluth | GA | 04/2023 | 08/2023 |
| Full-Time Education | Statesboro | GA | 08/2018 | 12/2019 |
| Full-Time Education | Athens | GA | 01/2020 | 05/2022 |
| Full-Time Education | Duluth | GA | 08/2005 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-16 |
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