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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-31 |
| GA | RA | APPROVED | 2024-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 01/2018 | 09/2023 |
| Premis Advisors | Atlanta | GA | 07/2017 | 10/2017 |
| Gwinnett County Public Schools | Suwannee | GA | 02/2016 | 12/2017 |
| Morgan Stanley | Atlanta | GA | 09/2023 | 11/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Duluth | GA | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-21 |
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