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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-30 |
| VA | RA | APPROVED | 2022-06-30 |
Branch Locations
222 Central Park Avenue, Virginia Beach, VA 23462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 06/2018 | 06/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Norfolk | VA | 06/2017 | 08/2017 |
| Christopher Newport University | Newport News | VA | 08/2014 | 04/2018 |
| Bank Of America, N.A. | Alexandria | VA | 08/2019 | 06/2022 |
| Morgan Stanley Smith Barney Llc | Virginia Beach | VA | 06/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-12 |
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