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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-17 |
| FL | RA | APPROVED | 2025-11-14 |
Branch Locations
850 South Palafox Street Suite 200, Pensacola, FL 32502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Pensacola | FL | 07/2025 | Present |
| Full Time Education | Lynchburg | VA | 08/2007 | 05/2024 |
| Liberty University - Center For Financial Literacy | Lynchburg | VA | 04/2023 | 05/2024 |
| Sterling Wealth Advisors | Plantation | FL | 05/2023 | 01/2024 |
| Pool Guy Construction | Rustburg | VA | 06/2022 | 08/2022 |
| Thomas Road Baptist Church | Lynchburg | VA | 05/2021 | 08/2021 |
| Papa Johns | Lynchburg | VA | 06/2020 | 08/2020 |
| Cook Out | Lynchburg | VA | 06/2019 | 07/2019 |
| Doordash | Pensacola | FL | 09/2023 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-25 |
| S65 | Uniform Investment Adviser Law Examination | 2025-03-07 |
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