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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-30 |
| TN | RA | APPROVED | 2026-01-08 |
Branch Locations
8 Sheridan Square Suite 300, Kingsport, TN 37660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Kingsport | TN | 08/2025 | Present |
| Lab Connect | Johnson City | TN | 06/2023 | 07/2023 |
| The Brew Spot | Greeneville | TN | 02/2025 | 02/2025 |
| Ubs | Knoxville | TN | 05/2024 | 07/2025 |
| Liberty Bell Middle School | Johsnon City | TN | 08/2015 | 05/2017 |
| Science Hill High School | Johnson City | TN | 08/2017 | 05/2021 |
| Tusculum University | Greenveville | TN | 08/2021 | 05/2025 |
*654425 - Upwork; Investment related: No; West Valley City, Utah; Technology; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 03/2025; During business hours: 0; After business hours: 10; Software Developing for small companies
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-07 |
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