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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-24 |
| PA | RA | APPROVED | 2026-02-17 |
Branch Locations
2600 Old Washington Road, Upper St. Clair, PA 15241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Upper St. Clair | PA | 11/2024 | Present |
| Pete Dye Golf Club | Bridgeport | WV | 04/2020 | 10/2024 |
| West Virginia School Of Business And Economics | Morgantown | WV | 01/2024 | 04/2024 |
| Juscollege | Las Vegas | NV | 08/2022 | 12/2022 |
| Northwestern Mutual | Bridgeport | WV | 05/2023 | 08/2023 |
| Lakeview Golf Resort | Morgantown | WV | 05/2021 | 03/2022 |
| Poky Dot | Fairmont | WV | 04/2018 | 04/2019 |
| Fairmont Senior High School | Fairmont | WV | 08/2016 | 05/2024 |
| West Virginia University | Fairmont | WV | 08/2020 | 05/2024 |
| N/A | Fairmont | WV | 04/2014 | 04/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2026-01-16 |
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