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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2024-01-26 |
| TX | RA | APPROVED_RES | 2024-01-17 |
Branch Locations
500 Lee Street East Laidley Tower Suite 300, Charleston, WV 25339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Huntginton | WV | 01/2015 | 12/2020 |
| United Brokerage Services, Inc. | Parkersburg | WV | 12/2020 | 12/2023 |
| United Bank | Charleston | WV | 09/2021 | 12/2023 |
| Morgan Stanley | Charleston | WV | 01/2024 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2024 | Present |
(1) American Heart Association / Not Investment Related / Charleston, WV / Board Member / Start 01-June-2023 / 3 hours devoted monthly / 2 during trading / Volunteer, Leadership Development.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-27 |
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