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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-07-02 |
| TX | RA | APPROVED_RES | 2025-06-27 |
Branch Locations
1200 Third Avenue Suite 100, Huntington, WV 25701 • 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 |
|---|---|---|---|---|
| Bank One Na | Wayne | WV | 05/2004 | 06/2020 |
| J.P. Morgan Securities Llc | Huntington | WV | 10/2012 | 06/2020 |
| United Brokerage Services Inc. | Charleston | WV | 05/2022 | 06/2025 |
| United Bank | Charleston | WV | 04/2021 | 06/2025 |
| Unemployed | Kenova | WV | 06/2020 | 04/2021 |
| Morgan Stanley | Huntington | WV | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-18 |
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