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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 | 2024-07-16 |
| VA | RA | APPROVED | 2024-07-16 |
Branch Locations
4690 Monticello Ave, Williamsburg, VA 23188 • United States
820 E Rochambeau Dr, Williamsburg, VA 23188 • United States
999 Waterside Dr Ste 1800, Dominion Tower [V4-Rbo], Norfolk, VA 23510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sparta Corp | Williamsburg | VA | 06/1996 | 11/2017 |
| Morgan Stanley | Williamsburg | VA | 02/2018 | 05/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2018 | 06/2021 |
| Morgan Stanley | Williamsburg | VA | 05/2018 | 06/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mechanicsville | VA | 10/2021 | 11/2021 |
| Unemployed | Williamsburg | VA | 06/2021 | 10/2021 |
| Bank Of America, N.A. | Mechanicsville | VA | 11/2021 | 07/2024 |
| Wells Fargo Clearing Services, Llc | Norfolk | VA | 07/2024 | Present |
SCOTLAND ASSOCIATES, LLC, INVT RELATED, WILLIAMSBURG, VA, 50% OWNERSHIP, START DATE 6/1/1992, 1 HR PER MONTH, 0 HRS DURING TRADING, LLC FOR RESIDENTIAL REAL ESTATE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-28 |
| S65 | Uniform Investment Adviser Law Examination | 1995-11-30 |
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