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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-13 |
| VA | RA | APPROVED | 2022-07-11 |
Branch Locations
901 East Byrd Street Suite 2000, Richmond, VA 23219 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Clearing | St Louis | MO | 09/2015 | 05/2018 |
| Wells Fargo Advisors, Llc | St. Louis | MO | 11/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | St. Louis | MO | 11/2016 | 05/2018 |
| Wells Fargo Clearing Services | Glen Allen | VA | 05/2018 | 05/2022 |
| Marshalls | Mechanicsville | VA | 02/2017 | 05/2017 |
| Morgan Stanley | Richmond | VA | 06/2022 | Present |
*569055 - Independent Contractor- Amazon; Investment related: No; Chester, Virginia; Independent contractor- delivery; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 15; package delivery, *629749 - Instacart; Investment related: No; San Francisco, Virginia; Retail/Online Stores; Contractor (proprietor, partner, officer, director, employee, trustee, agent);02/2025; During business hours: 0; After business hours: 20; Customer Service, Other *696058- Spark Driver; Investment related: Yes; Bentonville, Arkansas; Other; Other Independent Contractor (proprietor, partner, officer, director, employee, trustee, agent); 06/2026; During business hours: 0; After business hours: 20; Other Shopping/delivery
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-17 |
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