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7780 Brier Creek Parkway Suite 325, Raleigh, NC 27617 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-01-21 |
Branch Locations
7780 Brier Creek Parkway Suite 325, Raleigh, NC 27617 • United States
27540 Detroit Rd #101, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Cleveland | OH | 05/2016 | 03/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2016 | 03/2017 |
| Liberty Partners Financial Services, Llc | Mount Pleasant | SC | 04/2017 | Present |
| Liberty Partners Capital Management, Llc | Mount Pleasant | SC | 04/2017 | Present |
Silverstone Tax & Wealth Management - Investment Related - Westlake, OH - Tax Prep and IAR/RR Support - President - Nov '22 - 160 hrs/mo - RR prepares taxes and supports business partner with investment advisory and registered representative services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-20 |
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