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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-05-28 |
| TX | RA | APPROVED_RES | 2026-05-27 |
Branch Locations
701 Town Center Drive Suite 902, Newport News, VA 23606 • 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 |
|---|---|---|---|---|
| Dick'S Sporting Goods | Jacksonville | FL | 11/2016 | 07/2018 |
| Marshlanding Country Club | Ponte Vedra | FL | 06/2018 | 01/2022 |
| Aries Global Logistics | Jacksonville | FL | 05/2021 | 10/2021 |
| Br Surgical Supply | Jacksonville | FL | 10/2021 | 01/2022 |
| Unemployed | Jacksonville | FL | 05/2016 | 11/2016 |
| Fidelity Investments | Jacksonville | FL | 01/2022 | 04/2025 |
| Morgan Stanley | Newport News | VA | 04/2026 | Present |
| Unemployed | Hampton | VA | 04/2025 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-10 |
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