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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-14 |
| VA | RA | APPROVED | 2024-02-12 |
Branch Locations
11817 Canon Blvd Ste 100, Newport News, VA 23606 • United States
Leesburg, VA • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith | Newport News | VA | 09/2010 | 10/2018 |
| Bank Of America Na | Newport News | VA | 01/2011 | 10/2018 |
| Morgan Stanley | Newport News | VA | 10/2018 | 02/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2018 | 02/2024 |
| Wells Fargo Clearing Services, Llc | Newport News | VA | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-08 |
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