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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-03-07 |
| WV | RA | APPROVED | 2023-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Charleston | WV | 06/2016 | 09/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 09/2016 | 09/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charleston | WV | 01/2019 | 04/2023 |
| Unemployed | Charleston | WV | 09/2018 | 01/2019 |
| Bank Of America, N.A. | Charleston | WV | 02/2019 | 04/2023 |
| Equitable Advisors, Llc | New York | NY | 06/2023 | Present |
Charleston WV Rotary Club, Non-nvestment related, P.O. Box 111 Charleston WV 25321, Social service organization for business leaders, Board Member Programming Committee Chair, 3 hours a month, Start date: 6/12/2023, Duties: attend one board meeting a month for 1 hour chair programming committee meeting once a week
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-06 |
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