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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-01-21 |
| TX | RA | APPROVED | 2021-01-21 |
Branch Locations
2330 West Joppa Road Suite 255, Lutherville, MD 21093 • 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 | 07/1999 | 01/2021 |
| Bank Ofamerica, N.A. | Columbia | MD | 11/2009 | 01/2021 |
| Morgan Stanley Smith Barney Llc | Lutherville | MD | 01/2021 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2021 | Present |
(1) 424998 - Tri-Cupola LLC / Investment Related / Sykesville, MD / Real Estate / Partner / Start 01-May-2006 / During business hours: 0 / After business hours: 1 / Business Development, Growth. (2) 425003 - 5690 April Journey / Investment Related / Marriottsville, MD / Real Estate / Investor, Sole Proprietor, Owner / Start 01-May-2006 / During business hours: 0 / After business hours: 1 / Business Development, Growth. (3) 424402 - South Potomac Partners / Investment Related / Sykesville, MD / Real Estate / Partner / Start 01-January-2016 / During business hours: 0 / After business hours: 2 / Business Development, Growth. (4) 424999 - MTJ, LLC / Investment Related / Sykesville, MD / Real Estate / Partner / Start 01-July-2019 / During business hours: 0 / After business hours: 1 / Business Development, Growth. (5) 428301 - The Arc of Howard County / Not Investment Related / Ellicott City, MD / Hospital, Healthcare / Chair of Leadership Development / Start 01-January-2020 / During business hours: 0 / After business hours: 2 / Interview new committee and board members. (6) 425000 - Factory Partners, LLC / Investment Related / Sykesville, MD / Real Estate, Partner / Start 31-December-2020 / During business hours: 0 / After business hours: 1 / Business Development, Growth. (7) 425001 - Springfield Partners, LLC / Investment Related / Sykesville, MD / Real Estate / Partner Start 31-December-2020 / During business hours: 0 / After business hours: 1 / Business Development, Growth. (8) 433263 - Warfield Partners LLC / Not Investment Related / Sykesville, MD / Investment, Finance, Banking / Partner / Start 16-April-2021 / During business hours: 0 / After business hours: 1 / Administrative. (9) 573005 - Red Ranch LLC / Investment Related / Sykesville, MD / Real Estate / Partner / Start 31-October-2023 / During business hours: 0 / After business hours: 1 / Administrative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-09 |
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