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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-05-07 |
Branch Locations
675 Peter Jefferson Pkwy Suite 480, Charlottesville, VA 22911-4656 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Harrisonburg | VA | 06/2015 | 03/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 06/2015 | 03/2018 |
| American United Life | Charlottesville | VA | 03/2018 | 05/2018 |
| Oneamerica Securities | Charlottesville | VA | 03/2018 | 05/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlottesville | VA | 06/2018 | 10/2024 |
| Happy Paws Pet Resort | Keezletown | VA | 01/2025 | 08/2025 |
| Unemployed | Charlottesville | VA | 09/2025 | 04/2026 |
| Charles Schwab & Co., Inc. | Charlottesville | VA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-22 |
| S66 | Uniform Combined State Law Examination | 2001-04-12 |
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