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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-03 |
Branch Locations
701 Town Center Drive Suite 902, Newport News, VA 23606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 02/2022 | 06/2024 |
| Chick-Fil-A | Yorktown | VA | 02/2017 | 05/2018 |
| J.B.S.ENse Llc | Newport News | VA | 03/2019 | 12/2019 |
| The Mellow Company Llc | Newport News | VA | 09/2020 | 06/2021 |
| Sherwin Williams | Newport News | VA | 09/2018 | 04/2020 |
| Target | Newport News | VA | 04/2020 | 01/2022 |
| Denbigh Baptist Christian School | Newport News | VA | 02/2012 | 05/2018 |
| Thomas Nelson Community College | Hampton | VA | 08/2018 | 07/2021 |
| Unemployed | Unemployed | XX | 06/2018 | 08/2018 |
| Morgan Stanley | Newport News | VT | 06/2025 | Present |
| Centient1 | Newport News | VA | 06/2024 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-03 |
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