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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-02-18 |
| TX | RA | APPROVED | 2025-02-14 |
Branch Locations
Capital Centre 750 4Th Ave., First Floor, Huntington, WV 25701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Cincinnati | OH | 12/2015 | 10/2016 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2016 | 02/2025 |
| Morgan Stanley | Huntington | WV | 10/2016 | 09/2017 |
| Morgan Stanley | Huntington | WV | 09/2017 | 02/2025 |
| Raymond James & Associates, Inc. | Huntington | WV | 02/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2020 | Present |
Ronald McDonald House Charities - Huntington, WV, Board Member, Attend meetings and help guide the overall direction of the organization, devote approx 2-4 hrs per month, none during business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-29 |
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