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1166 Avenue Of The Americas, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-01-31 |
Branch Locations
101 Huntington Ave Suite 401, Boston, MA 02199 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wake Forest University | Winston-Salem | NC | 08/2013 | 05/2017 |
| Morgan Stanley | Purchase | NY | 06/2017 | 09/2018 |
| Ubs Financial Services Inc | New York | NY | 09/2018 | 02/2021 |
| Jpmorgan Chase Bank Na | New York | NY | 02/2021 | 05/2024 |
| Jpmorgan Securities Llc | New York | NY | 02/2021 | 05/2024 |
| Range Advisory, Llc | Mclean | VA | 05/2024 | 10/2024 |
| Mma Securities Llc | Reston | VA | 01/2025 | Present |
| Exit Architects Llc / Self Employed | Reston | VA | 10/2024 | Present |
Name of Entity: Exit Architects LLC, Address of Entity: Reston, VA, Type of Business: Consulting Practice, Position: Owner/Operator, Duties/Responsibilities: Consulting practice devoted to helping businesses strategize and execute exit strategies, Compensation received, Not investment related, Approximate amount of time devoted on a monthly basis: 160, Approximate amount of time devoted during normal trading hours: 6 a day or 120 hours a month, Start Date: October 23, 2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-18 |
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