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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-23 |
| VA | RA | APPROVED | 2026-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T | Winchester | VA | 06/2005 | 01/2019 |
| Bb&T Investments | Charlotte | NC | 01/2006 | 01/2018 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 03/2021 |
| Bb&T | Winchester | VA | 01/2019 | 06/2021 |
| Truist Investment Services, Inc. | Winchester | VA | 02/2021 | 06/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2021 | 06/2021 |
| Morgan Stanley Smith Barney Llc | Mclean | VA | 06/2021 | 06/2026 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2021 | 06/2026 |
| Osaic Wealth | Winchester | VA | 06/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2022 | Present |
*441924 - WINCHESTER MEDICAL FOUNDATION BOARD; Investment related No; WINCHESTER, Virginia; Charitable, Non-Profit; Board Member,Vice-Chair Board Member (proprietor, partner, officer, director, employee, trustee, agent); 04/2019; During business hours: 1; After business hours: 0; Fundraising, Administrative, Business Development/Growth WINCHESTER MEDICAL FOUNDATION BOARD OF TRUSTEES POSITION: Vice Chair/Board Member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2018 ADDRESS: 220 Campus Blvd, Ste. 402, Winchester VA 22601, United States DESCRIPTION: Reviewing grants, networking, liaison to the community, working with donors
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-02-28 |
| S65 | Uniform Investment Adviser Law Examination | 2005-10-13 |
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