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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-05 |
| VA | RA | APPROVED | 2024-11-13 |
Branch Locations
901 East Byrd Street Suite 2000, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Richmond | VA | 07/2024 | Present |
| Lpl Financial | Fort Mill | SC | 05/2023 | 08/2023 |
| Wealth Enhancement Group | Charlotte | NC | 05/2022 | 08/2022 |
| Publix Supermarkets | Charlotte | NC | 06/2021 | 08/2021 |
| Independent Advisor Alliance | Charlotte | NC | 05/2021 | 08/2021 |
| Full-Time Education (Student) | Charlotte | NC | 05/2014 | 05/2021 |
| Full-Time Education (Student) | Blacksburg | VA | 08/2023 | 07/2024 |
| Full-Time Education (Student) | Blacksburg | VA | 08/2022 | 05/2023 |
| Full-Time Education (Student) | Blacksburg | VA | 08/2021 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-13 |
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