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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-08-27 |
| TX | RA | APPROVED | 2025-08-26 |
Branch Locations
2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Alpharetta | GA | 09/2024 | Present |
| Hospitality South Llc / Infusia Inc. | Athens | GA | 08/2021 | 07/2024 |
| College Hunks Hauling Junk & Moving | Boise | ID | 06/2021 | 08/2021 |
| Doordash | Atlanta | GA | 04/2020 | Present |
| Boise Racquet And Swim Club | Boise | ID | 06/2017 | 08/2018 |
| Friday Night Flag Football | Boise | ID | 03/2018 | 10/2018 |
| University Of Georgia | Athens | GA | 08/2020 | 05/2024 |
| Unemployed | Boise | ID | 10/2018 | 04/2020 |
| Bishop Kelly High School | Boise | ID | 08/2016 | 05/2020 |
*610448 - Doordash; Investment related: No; San Francisco, California; Automotive/Transportation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 4/2020; During business hours: 0; After business hours: 10; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-15 |
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