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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 | 2019-05-03 |
| VA | RA | APPROVED | 2019-05-03 |
Branch Locations
117 N Braddock St Ste 100, Winchester, VA 22601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Winchester | VA | 08/2010 | 12/2017 |
| Morgan Stanley | Winchester | VA | 12/2017 | 05/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2018 | 05/2019 |
| Wells Fargo Clearing Services Llc | Winchester | VA | 05/2019 | Present |
RENTAL PROPERTY, INV RELATED, DAVIS, VA, 100% OWNERSHIP, START 7/16/2022, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING. RENTAL PROPERTY - MARINERS; INV RELATED; HUDDLESTON, VA; RENTAL;100% OWNERSHIP; START DATE: 11/01/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-10 |
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