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4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-08-07 |
Branch Locations
4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States
Easton, CT • 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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Greenwich | CT | 01/2017 | 04/2020 |
| Unemployed | Weston | CT | 02/2016 | 01/2017 |
| Raymond James & Associates, Inc. | Portland | ME | 04/2020 | 08/2021 |
| Morgan Stanley Smith Barney Llc | New Haven | CT | 08/2021 | 04/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2021 | 04/2025 |
| Capitol Securities Management, Inc | Easton | CT | 08/2025 | Present |
| Unemployed | Easton | CT | 04/2025 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1983-04-21 |
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