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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-13 |
| WV | RA | APPROVED | 2026-01-05 |
Branch Locations
500 Lee Street East Laidley Tower Suite 300, Charleston, WV 25339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Charleston | WV | 11/2025 | Present |
| City National Bank | Charleston | WV | 06/2023 | 11/2025 |
| Commercial Holdings Incorporated | Charleston | WV | 05/2022 | Present |
| Commercial Holdings Incorporated | Charleston | WV | 05/2018 | 05/2022 |
| Charleston Tennis Club | Charleston | WV | 05/2017 | 05/2018 |
| Charleston Catholic High School | Charleston | WV | 12/2015 | 05/2018 |
| High Point University | Charleston | WV | 08/2018 | 12/2018 |
| West Virginia University | Charleston | WV | 01/2019 | 05/2022 |
1) *671096 - Commercial Holdings Incorporated; Investment related: Yes; Charleston, West Virginia; Formerly a nursing home company. Company was sold and the business is now closing down. Now listed as a Holding Company; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 4; Check Signing/Funds Disbursements 3) Additionally, I am limited partner in HC Capital partners. This business is a private equity product over a varying form of private equity strategies. The address for this company is 300 Bar Harbor Drive, 5th Floor West Conshohocken, PA 19428. The approximate start of this relationship was around October 6, 2025. I do not anticipate spending any time with this other business especially within trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-11 |
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