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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-08-28 |
| TX | RA | APPROVED_RES | 2017-08-18 |
Branch Locations
701 Town Center Drive Suite 902, Newport News, VA 23606 • United States
901 East Byrd Street Suite 2000, Richmond, VA 23219 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport News | VA | 07/2002 | 08/2017 |
| Bank Of America, N.A. | Newport News | VA | 12/2009 | 08/2017 |
| Morgan Stanley | Newport News | VA | 08/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | Present |
*327635 - Property Ownership; Investment related- Yes; Monterey, Virginia; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2015; During business hours: 0; After business hours: 1. *391594 - Island Charters; Investment related - Yes; Poquoson, Virginia; Recreation; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Mar 2020; During business hours: 0; After business hours. *372258 - Hampton Roads Academy; Investment related No; Academy, LN; School; Board of Trustees (proprietor, partner, officer, director, employee, trustee, agent); Jul 2019; During business hours: 0; After business hours: 2 * 391594 - Island Charters; Investment related Yes; Poquoson, Virginia; Recreation; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Mar 2020; During business hours: 0; After business hours: 5; renting the boat
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-22 |
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