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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-05 |
| VA | RA | APPROVED | 2023-01-04 |
Branch Locations
333 John Carlyle Street Suite 650, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Reston | VA | 08/2018 | 09/2022 |
| Bank Of America | Annandale | VA | 01/2017 | 07/2018 |
| Better Homes And Gardens Real Estate Lifestyles | Sterling | VA | 10/2015 | 10/2020 |
| Morgan Stanley | Alexandria | VA | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-12 |
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