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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-11-12 |
Branch Locations
1 Edison Drive, Alpharetta, GA 30005 • United States
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Alpharetta | GA | 07/2024 | Present |
| Clemson University | Clemson | SC | 08/2020 | 05/2024 |
| Greenbrier High School | Evans | GA | 08/2016 | 05/2020 |
| Byrd-Mclellan Agency, Inc. | Seneca | SC | 05/2022 | 08/2023 |
| The River Golf Club | North Augusta | SC | 05/2021 | 08/2021 |
| Georgia State Floral Distributors | Augusta | GA | 06/2019 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-30 |
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