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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-01-08 |
| VA | RA | APPROVED | 2017-08-11 |
Branch Locations
4401 Waterfront Drive Ste 250, Glen Allen, VA 23060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Richmond | VA | 08/2013 | 08/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2017 |
| Cary Street Partners Llc | Richmond | VA | 08/2017 | Present |
| Cary Street Partners Investment Advisory Llc | Richmond | VA | 08/2017 | Present |
1. FINANCE DEPT ADVISORY BOARD PAMPLIN COLLEGE OF BUSINESS VA TECH - CURRENT BOARD MEMBER, NOT INVESTMENT RELATED, NOT A PUBLICLY TRADED CO, ASSIST WITH PROGRAM DEVELOPMENT, CAREER PLACEMENT, AND OVERALL RECOGNITION OF THE DEPT WITHIN PAMPLIN COLLEGE AT VA TECH, YOUNG ALUMNI REP, APPROX 1 HRS PER MO, 0 HRS DURING NORMAL BUSINESS, NO COMPENSATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-19 |
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