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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-06-19 |
| TX | RA | APPROVED | 2025-06-17 |
Branch Locations
200 Association Drive Suite 100, Charleston - Northgate, WV 25311 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charleston | WV | 09/2022 | 06/2025 |
| City National Bank | Charleston | WV | 09/2018 | 09/2022 |
| Southridge Golf Range And Pizza | Charleston | WV | 06/2017 | 09/2018 |
| Goodwill Industries Of Kyowva Area, Inc | Huntington | WV | 09/2016 | 06/2017 |
| Ooh La Lucy | Charleston | WV | 12/2017 | 08/2018 |
| Marshall University | Huntington | WV | 08/2014 | 05/2017 |
| Baird | Charleston | WV | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-01 |
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