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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-02 |
| VA | RA | APPROVED | 2026-03-02 |
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 |
|---|---|---|---|---|
| Wells Fargo Bank Na | Fremont | CA | 04/2014 | 06/2017 |
| Wells Fargo Clearing Services Llc | Fremont | CA | 06/2017 | 07/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Virginia Beach | VA | 08/2024 | 02/2026 |
| Liberty University | Lynchburg | VA | 05/2022 | 05/2024 |
| Liberty University | Lynchburg | VA | 07/2021 | 05/2022 |
| Bank Of America, N.A. | Virginia Beach | VA | 11/2024 | 02/2026 |
| Morgan Stanley | Virginia Beach | VA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-09 |
| S65 | Uniform Investment Adviser Law Examination | 2019-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-08 |
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