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1021 East Cary Street Suite 2100, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-06-10 |
Branch Locations
1021 East Cary Street Suite 2100, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Richmond | VA | 06/2013 | 10/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2017 |
| Purshe Kaplan Sterlings Investments | Albany | NY | 10/2017 | Present |
| Taylor Hoffman Wealth Management | Richmond | VA | 10/2017 | Present |
1)TAYLOR HOFFMAN WEALTH MANAGEMENT; INVESTMENT RELATED; 1802 BAYBERRY COURT SUITE 101 RICHMOND, VA 23236; RIA; CHIEF COMPLIANCE OFFICER; 10/2017; 160 HOURS/MONTH; 160 HOURS/MONTH DURING SECURITIES HOURS; CHIEF COMPLIANCE OFFICER 2)RICHMOND PARLIAMENT; NOT INVESTMENT REALTED; 401 WEST FRANKLIN, RICHMOND VA 23220; 501C7; TREASURER; 08/2014; 1 HOUR/MONTH; 0 HOURS/MONTH DURING SECURITIES HOURS; TREASURER 3) PKS Financial Services. Not Investment Related. 1802 Bayberry Court, Suite 101, Richmond, VA 23238. Fixed Insurance. Agent. 11/2017. 1 Hr/Mo; All During Trading Hours. Fixed Insurance. 4) Campbell University Central Virginia Alumni Chapter; Not Investment Related; 2014; 1 hour/month; 1 hour/month during securities hours; Vice President, help drive strategic outreach and event planning/coordination.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-23 |
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