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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-01 |
| VA | RA | APPROVED | 2020-09-01 |
Branch Locations
120 Garrett Street Suite 301, Charlottesville, VA 22902 • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlottesville | VA | 03/2017 | 09/2020 |
| Lake Erie College | Painesville | OH | 03/2016 | 01/2017 |
| United Parcel Service | Charlottesville | VA | 12/2016 | 12/2016 |
| Unemployed | Gordonsville | VA | 01/2017 | 03/2017 |
| Bank Of America, N.A. | Charlottesville | VA | 09/2017 | 09/2020 |
| Morgan Stanley Smith Barney Llc | Charlottesville | VA | 09/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-26 |
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