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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-07 |
| VA | RA | APPROVED | 2025-07-07 |
Branch Locations
901 East Byrd Street Suite 2000, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co. | Naples | FL | 12/2014 | 07/2017 |
| Heritage Wealth Advisors | Fredericksburg | VA | 07/2017 | 07/2018 |
| Td Ameritrade | Richmond | VA | 07/2018 | 04/2020 |
| Truist Advisory Services, Inc. | Fredericksburg | VA | 05/2023 | 04/2025 |
| Truist Investment Services, Inc. | Fredericksburg | VA | 05/2023 | 04/2025 |
| Fidelity Investments | Richmond | VA | 04/2020 | 02/2023 |
| Southern New Hampshire University | Manchester | NH | 04/2020 | 03/2021 |
| J.P. Morgan Securities Llc | Atlanta | GA | 04/2025 | 06/2025 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 04/2025 | 06/2025 |
| Fidelity Brokerage Services Llc | Richmond | VA | 04/2020 | 02/2023 |
| Fidelity Personal And Workplace Advisors | Richmond | VA | 04/2020 | 02/2023 |
| Td Ameritrade, Inc. | Richmond | VA | 07/2018 | 04/2020 |
| Td Investment Management, Llc | Richmond | VA | 07/2018 | 04/2020 |
| Charles Schwab & Co., Inc. | Naples | FL | 12/2014 | 07/2017 |
| Truist | Fredericksburg | VA | 05/2023 | 04/2025 |
| Unemployed | Fredericksburg | VA | 03/2023 | 04/2023 |
| Morgan Stanley | Richmond | VA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-26 |
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