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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-07-10 |
| KY | RA | APPROVED | 2025-07-07 |
| TX | RA | APPROVED | 2025-07-07 |
Branch Locations
1200 Third Avenue Suite 100, Huntington, WV 25701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2024 | 05/2025 |
| Northwestern Mutual Investment Services Llc | Huntington | WV | 10/2024 | 05/2025 |
| Ashland Credit Union | Ashland | KY | 08/2010 | 11/2020 |
| Ashland Independent School District | Ashland | KY | 03/2013 | Present |
| Morgan Stanley | Huntington | WV | 06/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2025 | Present |
*646890 - Ashland Independent School District; Investment related: No; Ashland, Kentucky; Education; Coach (proprietor, partner, officer, director, employee, trustee, agent); 03/2013; During business hours: 0; After business hours: 40; Coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-27 |
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