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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-06-17 |
| TX | RA | APPROVED | 2025-02-28 |
| TN | RA | APPROVED | 2025-02-06 |
Branch Locations
Landmark Center 1111 North Shore Dr Ste N-160, Knoxville, TN 37919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities, Llc. | Dallas | TX | 07/2019 | 07/2023 |
| Unemployed | Lynchburg | VA | 08/2016 | 05/2017 |
| Wagener Lee Wealth Advisors | Columbia | MD | 05/2017 | 08/2017 |
| Unemployed | Lynchburg | VA | 08/2017 | 01/2018 |
| Liberty University | Lynchburg | VA | 01/2018 | 05/2018 |
| Jpmorgan Chase | Dallas | TX | 05/2018 | 08/2018 |
| Liberty University | Lynchburg | VA | 08/2018 | 09/2018 |
| Unemployed | Lynchburg | VA | 09/2018 | 02/2019 |
| Mama Crocketts Cider Donuts | Lynchburg | VA | 02/2019 | 05/2019 |
| Unemployed | Rock Hill | SC | 05/2019 | 07/2019 |
| Twin Kiss | Eldersburg | MD | 06/2017 | 08/2017 |
| Pya Waltman Capital, Llc | Knoxville | TN | 08/2023 | 01/2025 |
| Morgan Stanley | Knoxville | TN | 01/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-30 |
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