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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-09-11 |
| TX | RA | APPROVED_RES | 2023-09-08 |
Branch Locations
10 South Jefferson Street Suite 1700, Roanoke, VA 24011 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Roanoke | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Roanoke | VA | 11/2016 | 09/2023 |
| Morgan Stanley Smith Barney Llc | Roanoke | VA | 09/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2023 | Present |
(1) ORR-HARE INVESTMENTS LLC / INVESTMENT RELATED / ROANOKE, VA / FAMILY HOLDING COMPANY FOR RENTAL REAL ESTATE / MINORITY SHAREHOLDER / BEGAN 1998 / NO TIME SPENT / NOT INVOLVED IN DAY TO DAY ACTIVITIES (2) HEINDL-WILLIS LLC / INVESTMENT RELATED / FAMILY OWNED / HOLDS RENTAL REAL ESTATE / STOCKHOLDER/ NO TIME SPENT / NOT INVOLVED IN DAY TO DAY ACTIVITIES (4) *570156- Boys Home of Virginia; Investment related: No; Covington, Virginia; Children/Youth; Board Member, Finance Committee, Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 10/2015; During business hours: 2; After business hours: 0; Treasurer (5) CO-TRUSTEE OF MOTHER'S TRUST / INVESTMEN RELATED / ROANOKE, VA / START DECEMBER 2018 / 2 HOURS DEVOTED PER MONTH / 2 DURING TRADING HOURS (6) *577356 - St. John's Episcopal Trust ; Investment related - No ; Roanoke,Virginia ; Religious ; Trustee(proprietor, partner, officer, director, employee, trustee, agent) ; 1/2021 ; During business hours : 0 ; After business hours : 0 ; to hold title to real property of the church (7) RENTAL PROPERTY / INVESTMENT RELATED / ROANOKE, VA / 14.52% OWNERSHIP / START 01-JANUARY-2002 / 0.2 HOURS DEVOTED PER MONTH / 0 DURING TRADING HOURS / PARTIAL OWNER IN RENTAL (8) RENTAL PROPERTY / INVESTMENT RELATED / ROANOKE, VA / 12.21% OWNERSHIP / START 01-JANUARY-/2002 / 0.2 HOURS DEVOTED PER MONTH / 0 DURING TRADING HOURS / PARTIAL OWNER IN RENTAL (9) RENTAL PROPERTY / INVESTMENT RELATED / ROANOKE, VA / 14.52% OWNERSHIP / START 01-JANUARY-2002 / 0.5 HOURS DEVOTED PER MONTH / 0 DURING TRADING HOURS / PARTIAL OWNER IN RENTAL (10) RENTAL PROPERTY / INVESTMENT RELATED / ROANOKE, VA / 12.21% OWNERSHIP / START 01-JANUARY-2002 / 0.5 HOURS DEVOTED PER MONTH / 0 DURING TRADING HOURS / PARTIAL OWNER IN RENTAL (12) TRUSTEE FOR MOTHER / INVESTMENT RELATED / ROANOKE, VA / START FEBRUARY 2022 / 1 HOUR DEVOTED PER MONTH / 1 DURING TRADING HOURS (14) CO-TRUSTEE FOR SISTER'S TRUST / INVESTMENT RELATED / ROANOKE, VA / START 05-DECEMBER-2022 / 1 HOUR DEVOTED PER MONTH / 1 DURING TRADING HOURS (15) HOLDS RENTAL PROPERTY / RENTAL PROPERTY / INVESTMENT RELATED / ROANOKE, VA / 100% OWNERSHIP / START 28-JULY-2023 / 2 HOURS DEVOTED PER MONTH / 0 DURING TRADING HOURS / LANDLORD *571863 - Quaker Investments, LLC; Investment Related: Yes; Roanoke, Virginia; Real Estate; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2023; During Business Hours: 0; After Business Hours: 2; Accounting/Bookkeeping, Administrative, Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-23 |
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