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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-06 |
| VA | RA | APPROVED | 2023-09-29 |
Branch Locations
901 East Byrd Street Suite 2000, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Richmond | VA | 05/2023 | Present |
| Kinloch Golf Course | Manakin-Sabot | VA | 03/2020 | 12/2022 |
| Ski Center At Westchester Commons | Midlothian | VA | 11/2019 | 02/2020 |
| Independence Golf Course | Midlothian | VA | 11/2015 | 08/2019 |
| Founders Bridge Pool | Midlothian | VA | 05/2015 | 08/2019 |
| Oakheart Financial Group | Midlothian | VA | 07/2022 | 04/2023 |
| Student | Midlothian | VA | 08/2019 | 11/2019 |
| High School Student | Midlothian | VA | 09/2015 | 06/2019 |
| Full Time College Student | Blacksburg | VA | 08/2019 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-29 |
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