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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-19 |
| VA | RA | APPROVED | 2024-09-19 |
Branch Locations
222 Central Park Avenue, Virginia Beach, VA 23462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 01/2015 | 09/2024 |
| Morgan Stanley Smith Barney Llc | Virginia Beach | VA | 09/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2024 | Present |
D5 Baseball, LLC / Baseball Instruction / Virginia Beach, VA / Start 05-February-2024 / Owner/Operator / 0 Hours Devoted per Week / 0 During Trading Hours / Started an LLC for Baseball instruction to local youth players. Camps, clinics, and individualized instruction *614099 - Cape Henry Collegiate; Investment Related - No; Virginia Beach, Virginia; Education; Head Baseball Coach (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2018; During Business Hours: 15; After Business Hours: 10; Baseball Coach. *614095 - D5 Baseball LLC; Investment related: Yes; Virginia Beach, Virginia; Youth baseball camps; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 6/2024; During business hours: 0; After business hours: 3; Owner/Operator *614104 - Virginia Beach Friends School; Investment related: No; Virginia Beach, Virginia; Education; Board Member:Other Committee(proprietor, partner, officer, director, employee, trustee, agent); 8/2020; During business hours: 2; After business hours: 8; Fundraising:Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-08 |
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