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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-02-17 |
| TX | RA | APPROVED | 2023-02-17 |
Branch Locations
12505 Park Potomac Avenue Suite 200, Potomac, MD 20854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rockville | MD | 03/2010 | 02/2023 |
| Bank Of America, N.A. | Rockville | MD | 02/2011 | 02/2023 |
| Morgan Stanley Smith Barney Llc | Potomac | MD | 02/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2023 | Present |
*570805- YHSea LLC; Investment related: Yes; Gaithersburg, Maryland; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 10/2023; During business hours: 0; After business hours: 1; land/water rights owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-04 |
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