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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2018-03-28 |
Branch Locations
11776 West Broad Street, Richmond, VA 23233 • United States
10501 Patterson Ave, Richmond, VA 23238 • United States
11730 Hull Street Rd, Midlothian, VA 23112 • United States
13101 Midlothian Turnpike, Midlothian , VA 23113 • United States
2013 Abbey Rd, Charlottesville, VA 22911 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
2101 Dominion Dr, Charlottesville, VA 22901 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mbsc Securities Corporation | New York | NY | 07/2007 | 11/2016 |
| Unemployed | Charlottesville | VA | 11/2016 | 07/2017 |
| Morgan Stanley Smith Barney Llc | Charlottesville | VA | 07/2017 | 03/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 07/2017 | 03/2018 |
| First Citizens Investor Services | Raleigh | NC | 03/2018 | Present |
| True Lacrosse | Keswick | VA | 01/2025 | Present |
1) University of Virginia Athletics, 300 Massie Rd. Athletics Office, Charlottesville, VA 22904. Position is an employee as a Scoreboard Operator for football, basketball and lacrosse teams at UVA. Started 9/1/2009. 12 hrs/month, 0 hrs/month during trading. Not investment related. Not a client of the firm. Compensation is hourly wage. 2) DV SPORT POSITION: Contractor NATURE: Coaching, Refereeing or Volunteering INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 08/16/2024 ADDRESS: 1 SCOTT STADIUM DRIVE, Charlottesville VA 22902, United States DESCRIPTION: I will be working the UVA sidelines during football in charge of the Microsoft tablets during game day working with UVA football players and coaches 3) TRUE LACROSSE POSITION: Employee NATURE: Coaching, Refereeing or Volunteering INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/05/2025 ADDRESS: 3418 Sandown Park Road, Keswick VA 22947, United States DESCRIPTION: True Lacrosse is a national lacrosse organization that allows players to travel to tournaments and attend skills clinics. 4) ALBEMARLE LACROSSE POSITION: Lacrosse Coach NATURE: Coaching, Refereeing or Volunteering INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 2775 Hydraulic Road, Charlottesville VA 22901, United States DESCRIPTION: COACH - Lacrosse coach for a local HS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-13 |
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