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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-28 |
| VA | RA | APPROVED | 2016-12-19 |
Branch Locations
1021 E Cary St 22Nd Fl James Center Ii, Richmond, VA 23219 • United States
320A Charles H Dimmock Pkwy Ste 1, Colonial Heights, VA 23834 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Richmond | VA | 04/2014 | 12/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 12/2016 |
| Wells Fargo Advisors, Llc | Richmond | VA | 12/2016 | Present |
RENTAL PROPERTY, INVT RELATED, CAPE CHARLES, VA, 100% OWNERSHIP WITH SPOUSE, START DATE 5/20/2024, 8 HRS PER MONTH, 0 HRS DURING TRADING, OWNER OF RENTAL PROPERTY.| RENTAL PROPERTY; INV RELATED; HENRICO, VA; 100% OWNERSHIP WITH SPOUSE; 05/2025; 6 HOURS PER MONTH; 0 DURING TRADING; RENTAL PROPERTY | ENABL INVESTMENT COMPANY; INV RELATED; GLEN ALLEN, VA; 50% OWNERSHIP; 09/2024; 5 HOURS PER MONTH; 0 DURING TRADING; RENTAL PROPERTY LIABILITY PROTECTION| REVOCABLE LIVING TRUST FOR FATHER; INV RELATED; VIRGINIA BEACH, VA; TRUSTEE; START DATE 09/30/2025; 3 HOUR PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-19 |
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