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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-06-26 |
| VI | RA | APPROVED | 2023-03-06 |
| TX | RA | APPROVED_RES | 2017-07-06 |
| MD | RA | APPROVED | 2017-06-29 |
Branch Locations
8010 Towers Crescent Drive 4Th Floor, Vienna, VA 22182 • United States
Mclean, VA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Bethesda | MD | 06/2009 | 06/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 06/2017 |
| Rbc Capital Markets, Llc | Vienna | VA | 06/2017 | Present |
| City National Bank | Vienna | VA | 08/2017 | Present |
NAME OF ENTITY: Rental Home ADDRESS: 452 Palmitas Street, Solana Beach, CA 92075 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Inherited home from my mother, which we use two months of the year. The remainder we intend to rent. START DATE: 10.31.23 CAPACITY: Owner - Active DUTIES: Managing the house HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-08 |
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