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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-11 |
| VA | RA | APPROVED | 2026-06-11 |
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Richmond | VA | 06/2019 | 04/2021 |
| Coastal Carolina University | Conway | SC | 03/2018 | 05/2019 |
| Coastal Carolina University | Conway | SC | 08/2016 | 05/2019 |
| Buehler & Berryhill Financial Partners Llc | Richmond | VA | 06/2019 | 04/2021 |
| J.P. Morgan Chase Bank, N.A. | Richmond | VA | 06/2021 | 06/2026 |
| J.P. Morgan Securities Llc | Richmond | VA | 06/2021 | 06/2026 |
| Ekklesia Christian Church | Richmond | VA | 10/2016 | 03/2018 |
| Unemployed | Richmond | VA | 05/2021 | 05/2021 |
| Morgan Stanley Smith Barney Llc | Richmond | VA | 06/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-20 |
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