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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-03 |
| VA | RA | APPROVED | 2022-07-19 |
Branch Locations
701 Town Center Drive Suite 902, Newport News, VA 23606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Columbia | MD | 06/2019 | 03/2020 |
| Td Ameritrade | Newport News | VA | 06/2018 | 06/2019 |
| St. Francis Pet Resort | Williamsburg | VA | 04/2017 | 08/2017 |
| Christopher Newport University | Newport News | VA | 08/2015 | 05/2019 |
| E*Trade Securities Llc | Washington | DC | 03/2020 | 06/2021 |
| E*Trade Capital Management Llc | Washington | DC | 03/2020 | 06/2021 |
| Morgan Stanley Smith Barney Llc | Newport News | VA | 06/2022 | Present |
| Hampton Roads Academy | Newport News | VA | 07/2021 | 06/2022 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2022 | Present |
(1) 515297 - CNU Peninsula Alumni Chapter / Not Investment Related / Newport News, VA / Alumni Chapter Board / Treasurer / Start July 2022 / During business hours : 1 / After business hours : 4 / Administrative, Accounting, Bookkeeping. (2) 682989 - PAWS Clinic / Not Investment Related / Virginia Beach, VA / Veterinary / Employee / Start 28-February-2026 / During business hours: 0 / After business hours: 30 / Labor, Service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-13 |
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