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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-31 |
| WV | RA | APPROVED | 2026-07-27 |
Branch Locations
500 Lee Street East Laidley Tower Suite 300, Charleston, WV 25339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eplin Landscaping | Charleston | WV | 05/2021 | 11/2023 |
| Ups | Charleston | WV | 08/2022 | 03/2023 |
| George Washington High School | Charleston | WV | 08/2013 | 05/2017 |
| Berry Hills Country Club | Charleston | WV | 05/2019 | 08/2020 |
| Skyzone | Charleston | WV | 05/2016 | 08/2017 |
| Student | Morgantown | WV | 08/2017 | 05/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2023 | 04/2025 |
| Northwestern Mutual Investment Services Llc | Charleston | WV | 05/2024 | 04/2025 |
| Ameriprise Financial Services, Llc | Charleston | WV | 04/2025 | 03/2026 |
| Morgan Stanley | Charleston | WV | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-28 |
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