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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-04-23 |
Branch Locations
10560 Main St Suite 516, Fairfax, VA 22030-7182 • 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 |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc. | Horhsam | PA | 03/2016 | 04/2017 |
| Penn Mutual Life Insurance Co. | Horsham | PA | 03/2016 | 05/2017 |
| Morgan Stanley Smith Barney Llc | Potomac | MD | 05/2017 | 04/2024 |
| Edward Jones | St Louis | MO | 04/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2017 | 04/2024 |
US Soccer Association Type of business: Soccer Referee Annadale, VA Start date: 05/01/2024 Soccer Referee Hours per week: 2 Hours during trading: 0 Soccer Referee for Youth games on Weekends ***** "CarePeople Home Health Type: Date: 01/04/25 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Caregiver City-State: Annandale VA" ***** "US Soccer Association Type: Soccer Referee Date: 04/12/24 Title: Soccer Referee Trad Hrs: 0 Tot Hrs: 2 Desc: Soccer Referee for Youth games on Weekends City-State: Annandale VA" ******
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-14 |
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