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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-10-15 |
| VA | RA | APPROVED | 2019-10-14 |
Branch Locations
999 Waterside Dr, Norfolk, VA 23510 • United States
Virginia Beach, VA • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2016 | 09/2016 |
| Morgan Stanley | Virginia Beach | VA | 12/2016 | 10/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2017 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Norfolk | VA | 10/2019 | Present |
| Bank Of America, N.A. | Norfolk | VA | 11/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-05 |
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