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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-02-18 |
| TX | RA | APPROVED | 2022-02-18 |
Branch Locations
303 International Circle Suite 500, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia | MD | 09/2010 | 02/2022 |
| Bank Of America, N.A. | Columbia | MD | 10/2010 | 02/2022 |
| Morgan Stanley Smith Barney Llc | Hunt Valley | MD | 02/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2022 | Present |
*489899- York College of Pennsylvania Board of Trustee's; Investment related No; York, Pennsylvania; Education; Board Member, Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2019; During business hours: 1; After business hours: 3; description of duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-01 |
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