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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-18 |
| VA | RA | APPROVED | 2025-08-18 |
Branch Locations
1021 E Cary St 22Nd Fl James Center Ii, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Richmond | VA | 11/2018 | 03/2019 |
| Bankers Life & Casualty Co. | Richmond | VA | 05/2018 | 10/2018 |
| Hampden-Sydney College | Farmville | VA | 08/2012 | 04/2018 |
| Bank Of America, N.A. | Richmond | VA | 11/2018 | 03/2019 |
| Pruco Securities Llc | Glen Allen | VA | 05/2019 | 07/2019 |
| Morgan Stanley | Richmond | VA | 07/2019 | 03/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2019 | 03/2021 |
| Fidelity Investments | Richmond | VA | 05/2021 | 11/2023 |
| Lpl Financial, Llc | Mount Pleasant | SC | 01/2024 | 12/2024 |
| Unemployed - Cfp Exam Prep | Daniel Island | SC | 11/2023 | 01/2024 |
| Headland Capital, Llc | Mount Pleasant | SC | 12/2024 | 07/2025 |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-23 |
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