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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-07-09 |
| MD | RA | APPROVED | 2011-03-14 |
Branch Locations
7500 Old Georgetown Road 10Th Floor, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newby & Company | Gaithersburg | MD | 06/2001 | Present |
| Morgan Stanley Smith Barney | Bethesda | MD | 12/2010 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*511588- Trust; Investment related-Yes; Bethesda, Maryland; Trustee/Co-Trustee; 07/2022; During business hours: 1; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-16 |
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