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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-05 |
| VA | RA | APPROVED | 2017-08-29 |
Branch Locations
10 South Jefferson Street Suite 1700, Roanoke, VA 24011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Roanoke | VA | 11/2014 | 08/2017 |
| Bank Of America, N.A. | Roanoke | VA | 11/2014 | 08/2017 |
| Morgan Stanley | Roanoke | VA | 08/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | Present |
Breezy Heights LLC; Investment related - Yes; Raphine, Virginia; Business / Company; Owner(proprietor, partner, officer, director, employee, trustee, agent); 10/2017; During business hours: 0; After business hours: 2; Managing rent collections, payment of bills
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-05 |
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