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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-19 |
Branch Locations
1021 E Cary Street, Richmond, VA 23219 • United States
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-02-10 |
Branch Locations
1021 E Cary St [V2/V9-Rbo], Richmond, VA 23219 • United States
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Purchase | NY | 06/2009 | 07/2019 |
| Principal Funds Distributor | New York | NY | 07/2019 | 02/2023 |
| Charles Schwab & Co., Inc. | Glen Allen | VA | 06/2024 | 09/2024 |
| Charles Schwab Bank, Ssb | Glen Allen | VA | 06/2024 | 09/2024 |
| N/A | Glen Allen | VA | 03/2023 | 06/2024 |
| Lpl Financial Llc | Fort Mill | SC | 10/2024 | 01/2026 |
| Wells Fargo Clearing Services | Richmond | VA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-27 |
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